Select Equity Group

Select Equity Group Portfolio holdings

AUM $23.4B
1-Year Est. Return 17.85%
This Quarter Est. Return
1 Year Est. Return
+17.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.3B
AUM Growth
+$4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$385M
2
+$333M
3
+$256M
4
TSCO icon
Tractor Supply
TSCO
+$178M
5
PAYX icon
Paychex
PAYX
+$167M

Top Sells

1
+$412M
2
+$252M
3
+$248M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$233M
5
ULTA icon
Ulta Beauty
ULTA
+$170M

Sector Composition

1 Technology 39.24%
2 Consumer Discretionary 14.01%
3 Financials 11.99%
4 Healthcare 11.82%
5 Industrials 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$333M 1.37%
6,309,872
+4,850,690
27
$330M 1.36%
887,217
+239,926
28
$278M 1.14%
5,323,543
+761,062
29
$255M 1.05%
547,026
+183,871
30
$250M 1.03%
4,916,004
+1,415,250
31
$249M 1.02%
6,097,333
+627,441
32
$240M 0.98%
6,137,892
-1,801,724
33
$237M 0.97%
1,238,484
-7,470
34
$233M 0.96%
2,752,043
-238,394
35
$233M 0.96%
8,545,690
+467,770
36
$225M 0.92%
2,687,474
+1,491,412
37
$211M 0.87%
1,114,494
-254,730
38
$187M 0.77%
519,592
-688,860
39
$181M 0.74%
3,384,723
+2,280,288
40
$155M 0.64%
627,284
+63,944
41
$155M 0.64%
+2,258,049
42
$151M 0.62%
835,602
+765,562
43
$149M 0.61%
2,064,243
+1,401,885
44
$133M 0.55%
365,012
-241,463
45
$128M 0.53%
649,393
+127,408
46
$123M 0.51%
808,101
+392,781
47
$121M 0.5%
7,975,628
-77,308
48
$117M 0.48%
383,845
-42,277
49
$116M 0.48%
1,254,330
-1,092,390
50
$106M 0.44%
213,042
-3,033
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