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
$27.1B
AUM Growth
+$2.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.13B
2
+$182M
3
+$138M
4
ITT icon
ITT
ITT
+$98.8M
5
PWR icon
Quanta Services
PWR
+$96.5M

Top Sells

1
+$285M
2
+$184M
3
+$176M
4
MSA icon
Mine Safety
MSA
+$136M
5
IBKR icon
Interactive Brokers
IBKR
+$125M

Sector Composition

1 Technology 25.19%
2 Industrials 19.64%
3 Consumer Discretionary 17.69%
4 Healthcare 11.12%
5 Financials 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$328M 1.17%
1,873,305
-1,053,282
27
$328M 1.17%
1,518,155
+447,059
28
$327M 1.17%
3,514,248
-451,900
29
$327M 1.16%
4,198,242
-630,264
30
$317M 1.13%
596,394
-47,359
31
$297M 1.06%
1,142,133
-259,550
32
$286M 1.02%
2,189,781
-134,419
33
$284M 1.01%
2,210,709
+27,385
34
$282M 1%
2,363,849
+15,648
35
$279M 0.99%
700,933
+53,163
36
$274M 0.98%
2,636,570
+565,396
37
$246M 0.87%
9,111,805
+5,129,432
38
$239M 0.85%
2,223,030
-2,653,510
39
$228M 0.81%
411,083
-31,876
40
$207M 0.74%
1,531,271
-185,510
41
$205M 0.73%
2,687,790
+737,201
42
$179M 0.64%
771,935
-516,982
43
$168M 0.6%
8,365,600
+2,654,271
44
$164M 0.58%
969,311
-807,485
45
$163M 0.58%
6,191,390
+2,813,412
46
$160M 0.57%
1,504,205
-88,706
47
$145M 0.52%
1,403,433
+693,667
48
$138M 0.49%
1,894,076
+106,360
49
$137M 0.49%
2,453,469
+218,360
50
$136M 0.48%
965,983
+255,699
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