Select Equity Group

Select Equity Group Portfolio holdings

AUM $21.5B
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
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
+$192M
2
+$166M
3
+$160M
4
ANSS
Ansys
ANSS
+$139M
5
MTN icon
Vail Resorts
MTN
+$133M

Top Sells

1
+$610M
2
+$225M
3
+$157M
4
DAY
Dayforce
DAY
+$140M
5
TRMB icon
Trimble
TRMB
+$131M

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 1.41%
1,649,641
-316,629
27
$359M 1.36%
5,690,737
+34,853
28
$349M 1.32%
697,616
-327,434
29
$337M 1.27%
1,494,223
-32,555
30
$295M 1.11%
5,626,668
-2,461,518
31
$278M 1.05%
624,576
+132,932
32
$265M 1%
2,290,452
+396,660
33
$256M 0.97%
1,339,724
-188,700
34
$247M 0.93%
2,206,791
+1,461,693
35
$244M 0.92%
2,130,610
+505,812
36
$225M 0.85%
2,416,220
-111,730
37
$218M 0.82%
3,063,903
-70,518
38
$189M 0.71%
1,868,540
+970,527
39
$183M 0.69%
19,454,805
+8,018,679
40
$177M 0.67%
2,053,675
+742,608
41
$176M 0.66%
8,524,696
-4,079,404
42
$168M 0.63%
+4,467,477
43
$155M 0.59%
7,822,394
+1,498,893
44
$150M 0.57%
1,503,229
-98,779
45
$148M 0.56%
7,983,217
+1,215,762
46
$137M 0.52%
611,831
-120,496
47
$136M 0.51%
5,887,637
-3,432,829
48
$135M 0.51%
2,627,999
-109,274
49
$134M 0.51%
232,872
-62,243
50
$134M 0.5%
4,963,644
+1,866,136
1
2
3 4 5