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

Top Buys

1
+$220M
2
+$219M
3
+$205M
4
RVTY icon
Revvity
RVTY
+$169M
5
TMO icon
Thermo Fisher Scientific
TMO
+$141M

Top Sells

1
+$241M
2
+$154M
3
+$146M
4
INTU icon
Intuit
INTU
+$139M
5
SCI icon
Service Corp International
SCI
+$132M

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 1.24%
1,405,671
-88,552
27
$333M 1.24%
7,519,890
-966,160
28
$323M 1.2%
643,747
-53,869
29
$280M 1.04%
1,535,341
-114,300
30
$273M 1.02%
1,570,070
+1,263,143
31
$264M 0.98%
798,862
-467,135
32
$263M 0.98%
503,533
+270,661
33
$262M 0.98%
2,346,204
+215,594
34
$255M 0.95%
4,826,108
-800,560
35
$255M 0.95%
2,221,460
+14,669
36
$243M 0.9%
2,404,161
-12,059
37
$227M 0.84%
1,065,983
+454,152
38
$211M 0.79%
9,721,752
+1,738,535
39
$208M 0.77%
1,996,008
+127,468
40
$208M 0.77%
924,487
-415,237
41
$186M 0.69%
8,948,704
+424,008
42
$183M 0.68%
19,221,151
-233,654
43
$178M 0.66%
5,080,122
+612,645
44
$178M 0.66%
1,429,872
-860,580
45
$158M 0.59%
2,798,753
+170,754
46
$151M 0.56%
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 0.53%
1,441,457
-61,772
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