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
$29.8B
AUM Growth
+$535M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$313M
2
+$306M
3
+$238M
4
CNM icon
Core & Main
CNM
+$215M
5
MRVI icon
Maravai LifeSciences
MRVI
+$210M

Top Sells

1
+$232M
2
+$168M
3
+$147M
4
CDW icon
CDW
CDW
+$127M
5
GDDY icon
GoDaddy
GDDY
+$112M

Sector Composition

1 Technology 42.05%
2 Financials 14.87%
3 Consumer Discretionary 11.74%
4 Healthcare 11.58%
5 Industrials 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$413M 1.39%
5,230,144
-1,378,057
27
$386M 1.3%
887,636
+6,099
28
$377M 1.27%
3,489,141
-64,819
29
$372M 1.25%
1,285,796
-9,217
30
$361M 1.21%
23,185,892
+5,937,376
31
$327M 1.1%
1,600,894
+214
32
$327M 1.1%
3,686,676
+31,598
33
$306M 1.03%
+1,397,881
34
$306M 1.03%
1,284,263
+16,679
35
$269M 0.9%
1,208,734
+475,011
36
$268M 0.9%
469,118
-107,134
37
$265M 0.89%
3,749,848
+620,840
38
$257M 0.87%
4,272,907
-2,784,716
39
$255M 0.86%
3,095,056
+962,085
40
$245M 0.82%
3,287,190
-52,451
41
$244M 0.82%
2,676,476
-338,886
42
$238M 0.8%
+9,671,891
43
$235M 0.79%
650,058
-310,932
44
$215M 0.72%
+8,203,633
45
$207M 0.7%
767,439
-332,888
46
$203M 0.68%
1,216,894
-205,488
47
$201M 0.67%
1,217,953
-114,099
48
$170M 0.57%
1,974,196
+1,294,948
49
$167M 0.56%
1,298,353
+326,282
50
$136M 0.46%
345,290
+64,418
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