Select Equity Group

Select Equity Group Portfolio holdings

AUM $23.5B
1-Year Est. Return 24.77%
This Quarter Est. Return
1 Year Est. Return
+24.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.2B
AUM Growth
+$3.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$284M
3
+$283M
4
TSCO icon
Tractor Supply
TSCO
+$263M
5
PYPL icon
PayPal
PYPL
+$254M

Top Sells

1
+$286M
2
+$248M
3
+$222M
4
LYV icon
Live Nation Entertainment
LYV
+$198M
5
TRMB icon
Trimble
TRMB
+$146M

Sector Composition

1 Technology 36.5%
2 Consumer Discretionary 13.03%
3 Healthcare 11.93%
4 Financials 11.24%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$274M 1.57%
9,700,293
+1,506,007
27
$254M 1.46%
+1,458,133
28
$221M 1.27%
758,069
-128,789
29
$194M 1.11%
1,264,636
-637,560
30
$173M 0.99%
3,894,066
-4,455,592
31
$168M 0.97%
2,211,166
-399,007
32
$149M 0.86%
3,645,500
+2,782,246
33
$145M 0.84%
1,492,049
-509,947
34
$145M 0.83%
400,730
-18,781
35
$135M 0.78%
376,061
-328,753
36
$128M 0.74%
1,038,237
+551,220
37
$120M 0.69%
+2,037,509
38
$115M 0.66%
1,621,660
+606,260
39
$107M 0.62%
294,996
-361,418
40
$97.8M 0.56%
9,369,240
+2,250,192
41
$96.3M 0.55%
291,734
-409,870
42
$95.7M 0.55%
+1,598,144
43
$93.6M 0.54%
+4,221,307
44
$93.1M 0.53%
1,840,865
+663,667
45
$90.6M 0.52%
578,011
-68,489
46
$89.6M 0.51%
1,577,743
+1,383,480
47
$89.3M 0.51%
1,685,226
-1,208,451
48
$82.5M 0.47%
1,236,266
+967,116
49
$79.7M 0.46%
441,990
+234,332
50
$79.1M 0.45%
178,940
-561,297
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