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
$25.7B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$278M
2
+$199M
3
+$186M
4
SGI
Somnigroup International
SGI
+$143M
5
RVTY icon
Revvity
RVTY
+$143M

Top Sells

1
+$444M
2
+$199M
3
+$194M
4
IBKR icon
Interactive Brokers
IBKR
+$177M
5
ENTG icon
Entegris
ENTG
+$146M

Sector Composition

1 Technology 29.19%
2 Industrials 15.6%
3 Healthcare 14.94%
4 Consumer Discretionary 14.02%
5 Financials 13.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$398M 1.5%
9,852,952
+4,616,942
27
$387M 1.45%
1,966,270
+361,549
28
$361M 1.36%
5,655,884
+488,026
29
$331M 1.24%
9,639,458
+4,177,079
30
$317M 1.19%
1,526,778
+35,395
31
$282M 1.06%
1,528,424
-9,919
32
$239M 0.9%
3,134,421
-150,186
33
$228M 0.86%
12,604,100
-9,813,032
34
$214M 0.8%
1,893,792
+1,762,648
35
$191M 0.72%
491,644
+319,370
36
$188M 0.71%
2,527,950
+1,906,239
37
$188M 0.71%
1,624,798
+44,920
38
$187M 0.7%
774,062
-133,333
39
$180M 0.68%
9,320,466
-2,058,970
40
$172M 0.65%
732,327
-32,017
41
$163M 0.61%
295,115
+20,190
42
$151M 0.57%
2,022,371
-183,838
43
$151M 0.57%
1,602,008
+17,046
44
$151M 0.57%
451,250
+142,334
45
$147M 0.55%
16,039,616
+2,162,351
46
$133M 0.5%
2,062,753
-400,470
47
$127M 0.48%
1,432,602
-285,434
48
$123M 0.46%
2,154,670
+477,019
49
$114M 0.43%
6,323,501
+1,557,851
50
$110M 0.41%
587,690
+358,113
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