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
$26.5B
AUM Growth
+$797M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$168M
3
+$164M
4
H icon
Hyatt Hotels
H
+$163M
5
MTN icon
Vail Resorts
MTN
+$129M

Top Sells

1
+$610M
2
+$224M
3
+$164M
4
DAY icon
Dayforce
DAY
+$144M
5
TRMB icon
Trimble
TRMB
+$129M

Sector Composition

1 Technology 31.54%
2 Industrials 16.73%
3 Consumer Discretionary 16.42%
4 Healthcare 12.48%
5 Financials 12.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$373M 1.33%
1,649,641
-316,629
27
$359M 1.28%
5,690,737
+34,853
28
$349M 1.24%
697,616
-327,434
29
$337M 1.2%
1,494,223
-32,555
30
$295M 1.05%
5,626,668
-2,461,518
31
$278M 0.99%
624,576
+132,932
32
$265M 0.94%
2,290,452
+396,660
33
$256M 0.91%
1,339,724
-188,700
34
$247M 0.88%
2,206,791
+1,461,693
35
$244M 0.87%
2,130,610
+505,812
36
$225M 0.8%
2,416,220
-111,730
37
$218M 0.78%
3,063,903
-70,518
38
$189M 0.67%
1,868,540
+970,527
39
$183M 0.65%
19,454,805
+8,018,679
40
$177M 0.63%
2,053,675
+742,608
41
$176M 0.63%
8,524,696
-4,079,404
42
$168M 0.6%
+4,467,477
43
$155M 0.55%
7,822,394
+1,498,893
44
$150M 0.53%
1,503,229
-98,779
45
$148M 0.53%
7,983,217
+1,215,762
46
$137M 0.49%
611,831
-120,496
47
$136M 0.48%
5,887,637
-3,432,829
48
$135M 0.48%
2,627,999
-109,274
49
$134M 0.48%
232,872
-62,243
50
$134M 0.48%
4,963,644
+1,866,136
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