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
$29.2B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$484M
2
+$434M
3
+$375M
4
TRU icon
TransUnion
TRU
+$269M
5
DAY icon
Dayforce
DAY
+$268M

Top Sells

1
+$555M
2
+$485M
3
+$251M
4
SCI icon
Service Corp International
SCI
+$232M
5
MTN icon
Vail Resorts
MTN
+$202M

Sector Composition

1 Technology 39.93%
2 Financials 14.2%
3 Consumer Discretionary 14.09%
4 Industrials 11.59%
5 Healthcare 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$414M 1.42%
3,553,960
+81,291
27
$404M 1.38%
881,537
+9,556
28
$378M 1.29%
7,057,623
-4,326,823
29
$332M 1.14%
960,990
-1,402,722
30
$330M 1.13%
1,600,680
+459,212
31
$327M 1.12%
7,844,892
+3,242,543
32
$292M 1%
3,655,078
-412,004
33
$291M 0.99%
576,252
+17,897
34
$283M 0.97%
17,248,516
+7,769,148
35
$278M 0.95%
1,422,382
+155,879
36
$273M 0.93%
3,339,641
+703,981
37
$266M 0.91%
1,267,584
+3,441
38
$264M 0.9%
3,015,362
-756,580
39
$262M 0.9%
1,100,327
-38,090
40
$259M 0.88%
1,295,013
+43,409
41
$255M 0.87%
1,332,052
+554,340
42
$220M 0.75%
696,278
-638,347
43
$218M 0.75%
3,129,008
+210,030
44
$214M 0.73%
+1,237,957
45
$175M 0.6%
2,132,971
+1,089,284
46
$172M 0.59%
733,723
+102,512
47
$151M 0.52%
2,773,248
+738,697
48
$140M 0.48%
4,089,270
-1,934,273
49
$139M 0.48%
972,071
-254,651
50
$132M 0.45%
10,639,036
-229,036
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