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
$33.7B
AUM Growth
+$3.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$425M
2
+$353M
3
+$334M
4
FAST icon
Fastenal
FAST
+$319M
5
TDG icon
TransDigm Group
TDG
+$259M

Top Sells

1
+$398M
2
+$261M
3
+$256M
4
ULTA icon
Ulta Beauty
ULTA
+$204M
5
GDDY icon
GoDaddy
GDDY
+$199M

Sector Composition

1 Technology 38.14%
2 Financials 16.72%
3 Industrials 11.48%
4 Healthcare 11.15%
5 Consumer Discretionary 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$453M 1.24%
22,823,432
-362,460
27
$426M 1.16%
1,967,250
-1,205,823
28
$417M 1.14%
1,712,380
+111,486
29
$414M 1.13%
12,930,004
+9,954,362
30
$387M 1.06%
1,786,296
+577,562
31
$370M 1.01%
1,098,955
-185,308
32
$357M 0.97%
3,131,880
-1,661,891
33
$355M 0.97%
4,076,035
+980,979
34
$310M 0.85%
1,963,876
+565,995
35
$296M 0.81%
2,174,840
-1,314,301
36
$293M 0.8%
3,462,374
-224,302
37
$285M 0.78%
770,646
+425,356
38
$280M 0.76%
4,866,735
-109,313
39
$275M 0.75%
3,430,784
+143,594
40
$270M 0.74%
1,475,083
+176,730
41
$270M 0.74%
3,722,414
+3,087,922
42
$262M 0.71%
411,333
+407,110
43
$262M 0.71%
8,620,732
+417,099
44
$254M 0.69%
959,670
-326,126
45
$249M 0.68%
3,691,050
-109,104
46
$236M 0.64%
14,333,927
+4,662,036
47
$227M 0.62%
423,889
+266,464
48
$215M 0.59%
3,034,829
-1,238,078
49
$215M 0.58%
321,522
-147,596
50
$204M 0.56%
2,211,775
+237,579
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