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
$26.8B
AUM Growth
-$3.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$373M
2
+$273M
3
+$266M
4
RVTY icon
Revvity
RVTY
+$239M
5
TECH icon
Bio-Techne
TECH
+$216M

Top Sells

1
+$357M
2
+$244M
3
+$200M
4
CLVT icon
Clarivate
CLVT
+$153M
5
RGEN icon
Repligen
RGEN
+$152M

Sector Composition

1 Technology 33.75%
2 Financials 15.21%
3 Healthcare 13.43%
4 Industrials 12.86%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$399M 1.28%
4,993,209
-949,434
27
$359M 1.15%
2,867,622
+2,177,463
28
$354M 1.13%
1,800,139
-1,474
29
$352M 1.13%
5,092,867
+2,497,227
30
$349M 1.12%
25,403,528
+1,248,372
31
$343M 1.1%
4,184,542
+1,295,713
32
$323M 1.03%
1,567,525
-41,525
33
$308M 0.99%
1,286,875
+795,511
34
$268M 0.86%
1,492,218
+544,210
35
$257M 0.82%
3,325,978
-74,300
36
$249M 0.8%
11,168,290
-470,793
37
$244M 0.78%
2,139,412
-626,331
38
$238M 0.76%
4,913,790
+395,513
39
$198M 0.63%
17,735,677
-4,193,718
40
$196M 0.63%
2,824,411
-330,109
41
$194M 0.62%
3,564,387
-51,137
42
$192M 0.61%
13,834,832
-11,071,854
43
$188M 0.6%
835,249
-11,210
44
$181M 0.58%
1,656,020
+319,360
45
$177M 0.57%
813,147
+360,771
46
$168M 0.54%
309,414
-3,894
47
$167M 0.53%
1,853,398
-328,327
48
$165M 0.53%
1,547,821
+1,147,265
49
$158M 0.51%
469,247
+310,540
50
$148M 0.47%
13,646,198
-325,493
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