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
$26.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$206M
2 +$182M
3 +$181M
4
RVTY icon
Revvity
RVTY
+$174M
5
TMO icon
Thermo Fisher Scientific
TMO
+$146M

Top Sells

1 +$206M
2 +$148M
3 +$148M
4
SCI icon
Service Corp International
SCI
+$137M
5
INTU icon
Intuit
INTU
+$133M

Sector Composition

1 Technology 28.67%
2 Industrials 18.33%
3 Consumer Discretionary 16.32%
4 Healthcare 13.24%
5 Financials 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$334M 1.25%
1,405,671
-88,552
27
$333M 1.25%
7,519,890
-966,160
28
$323M 1.21%
643,747
-53,869
29
$280M 1.05%
1,535,341
-114,300
30
$273M 1.03%
1,570,070
+1,263,143
31
$264M 0.99%
798,862
-467,135
32
$263M 0.99%
503,533
+270,661
33
$262M 0.99%
2,346,204
+215,594
34
$255M 0.96%
4,826,108
-800,560
35
$255M 0.96%
2,221,460
+14,669
36
$243M 0.91%
2,404,161
-12,059
37
$227M 0.85%
1,065,983
+454,152
38
$211M 0.79%
9,721,752
+1,738,535
39
$208M 0.78%
1,996,008
+127,468
40
$208M 0.78%
924,487
-415,237
41
$186M 0.7%
8,948,704
+424,008
42
$183M 0.69%
19,221,151
-233,654
43
$178M 0.67%
5,080,122
+612,645
44
$178M 0.67%
1,429,872
-860,580
45
$158M 0.59%
2,798,753
+170,754
46
$151M 0.57%
4,817,760
-1,069,877
47
$147M 0.55%
321,156
-303,420
48
$147M 0.55%
2,294,894
+989,961
49
$147M 0.55%
1,572,396
-481,279
50
$143M 0.54%
1,441,457
-61,772