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
$24.1B
AUM Growth
-$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$185M
3
+$162M
4
MIDD icon
Middleby
MIDD
+$144M
5
SCI icon
Service Corp International
SCI
+$137M

Top Sells

1
+$448M
2
+$277M
3
+$256M
4
FAST icon
Fastenal
FAST
+$232M
5
WMS icon
Advanced Drainage Systems
WMS
+$189M

Sector Composition

1 Technology 32.11%
2 Financials 13.89%
3 Healthcare 13.85%
4 Industrials 13.83%
5 Consumer Discretionary 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$352M 1.23%
1,079,130
-135,997
27
$347M 1.21%
3,314,278
+1,766,457
28
$312M 1.09%
1,446,837
+633,690
29
$298M 1.04%
1,604,721
+112,503
30
$265M 0.92%
1,491,383
-308,756
31
$260M 0.91%
3,284,607
-41,371
32
$259M 0.9%
11,379,436
+211,146
33
$256M 0.89%
1,538,343
-29,182
34
$240M 0.84%
5,167,858
+254,068
35
$201M 0.7%
907,395
-379,480
36
$195M 0.68%
5,236,010
-4,666,783
37
$177M 0.62%
1,579,878
-559,534
38
$176M 0.62%
18,795,941
+4,961,109
39
$175M 0.61%
764,344
-70,905
40
$173M 0.6%
1,201,450
+525,635
41
$165M 0.58%
1,718,036
+62,016
42
$156M 0.55%
2,206,209
-618,202
43
$144M 0.5%
2,463,223
-1,101,164
44
$142M 0.5%
6,175,046
-10,070,242
45
$139M 0.49%
274,925
-34,489
46
$132M 0.46%
5,462,379
-1,343,754
47
$131M 0.46%
1,584,962
+86,501
48
$113M 0.4%
8,120,559
+2,198,604
49
$113M 0.39%
6,759,642
-3,770,324
50
$111M 0.39%
13,877,265
+231,067
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