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
$22.4B
AUM Growth
-$2.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$395M
2
+$358M
3
+$268M
4
IDXX icon
Idexx Laboratories
IDXX
+$195M
5
BJ icon
BJs Wholesale Club
BJ
+$184M

Top Sells

1
+$348M
2
+$266M
3
+$228M
4
BN icon
Brookfield
BN
+$223M
5
SGI
Somnigroup International
SGI
+$218M

Sector Composition

1 Industrials 25.54%
2 Technology 22.28%
3 Consumer Discretionary 16.3%
4 Healthcare 10.59%
5 Financials 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$317M 1.37%
5,433,566
-5,967,174
27
$315M 1.36%
5,366,003
+3,030,644
28
$308M 1.33%
1,853,638
+645,627
29
$269M 1.16%
768,660
-317,650
30
$269M 1.16%
3,831,097
+751,019
31
$263M 1.14%
1,062,069
+357,469
32
$234M 1.01%
4,028,856
-1,532,059
33
$215M 0.93%
1,092,159
-659,319
34
$201M 0.87%
5,760,621
-6,385,352
35
$198M 0.86%
1,739,337
+1,608,571
36
$198M 0.86%
398,469
-106,906
37
$197M 0.85%
1,954,698
+389,005
38
$197M 0.85%
514,343
+279,275
39
$195M 0.84%
+463,946
40
$193M 0.83%
7,863,984
+1,122,470
41
$177M 0.76%
1,547,651
+50,232
42
$169M 0.73%
2,327,264
-2,578,711
43
$168M 0.72%
480,498
+179,444
44
$162M 0.7%
6,782,028
+1,826,331
45
$153M 0.66%
600,728
-128,648
46
$142M 0.61%
+230,668
47
$136M 0.59%
689,253
+367,933
48
$128M 0.55%
1,560,869
+185,437
49
$124M 0.53%
569,725
-439,299
50
$119M 0.51%
510,119
+15,476
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