Select Equity Group

Select Equity Group Portfolio holdings

AUM $23.5B
1-Year Est. Return 24.77%
This Quarter Est. Return
1 Year Est. Return
+24.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.7B
AUM Growth
+$570M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$377M
2
+$357M
3
+$261M
4
TRMB icon
Trimble
TRMB
+$167M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$132M

Top Sells

1
+$336M
2
+$276M
3
+$239M
4
PTC icon
PTC
PTC
+$215M
5
CLH icon
Clean Harbors
CLH
+$204M

Sector Composition

1 Industrials 23.69%
2 Technology 22.63%
3 Consumer Discretionary 16.94%
4 Financials 11.3%
5 Materials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$359M 1.27%
2,636,022
-548
27
$350M 1.24%
4,714,988
-198,557
28
$309M 1.09%
3,452,163
+2,917,743
29
$304M 1.07%
1,089,100
-53,033
30
$304M 1.07%
2,699,734
-814,514
31
$299M 1.06%
5,186,514
-3,129,644
32
$297M 1.05%
1,994,897
-215,812
33
$261M 0.92%
647,246
-53,687
34
$216M 0.76%
1,355,167
-834,614
35
$213M 0.75%
2,472,946
+728,121
36
$212M 0.75%
3,010,743
-1,548,430
37
$206M 0.73%
4,450,996
-4,283,469
38
$205M 0.73%
1,569,561
+166,128
39
$199M 0.7%
12,615,546
+4,249,946
40
$194M 0.69%
1,581,676
-782,173
41
$181M 0.64%
310,797
-285,597
42
$178M 0.63%
514,666
+322,242
43
$161M 0.57%
716,356
+270,993
44
$155M 0.55%
515,283
+1,360
45
$152M 0.54%
1,136,115
-395,156
46
$143M 0.5%
1,848,581
-2,349,661
47
$139M 0.49%
733,204
-1,140,101
48
$135M 0.48%
1,087,627
-7,878
49
$132M 0.47%
1,108,197
-396,008
50
$131M 0.46%
5,648,503
-542,887
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