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

Top Buys

1
+$409M
2
+$352M
3
+$256M
4
TECH icon
Bio-Techne
TECH
+$205M
5
IDXX icon
Idexx Laboratories
IDXX
+$201M

Top Sells

1
+$385M
2
+$266M
3
+$260M
4
BN icon
Brookfield
BN
+$241M
5
SGI
Somnigroup International
SGI
+$221M

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 1.41%
5,433,566
-5,967,174
27
$315M 1.4%
5,366,003
+3,030,644
28
$308M 1.37%
1,853,638
+645,627
29
$269M 1.2%
768,660
-317,650
30
$269M 1.2%
3,831,097
+751,019
31
$263M 1.18%
1,062,069
+357,469
32
$234M 1.04%
4,028,856
-1,532,059
33
$215M 0.96%
1,092,159
-659,319
34
$201M 0.9%
5,760,621
-6,385,352
35
$198M 0.89%
1,739,337
+1,608,571
36
$198M 0.89%
398,469
-106,906
37
$197M 0.88%
1,954,698
+389,005
38
$197M 0.88%
514,343
+279,275
39
$195M 0.87%
+463,946
40
$193M 0.86%
7,863,984
+1,122,470
41
$177M 0.79%
1,547,651
+50,232
42
$169M 0.76%
2,327,264
-2,578,711
43
$168M 0.75%
480,498
+179,444
44
$162M 0.72%
6,782,028
+1,826,331
45
$153M 0.68%
600,728
-128,648
46
$142M 0.63%
+230,668
47
$136M 0.61%
689,253
+367,933
48
$128M 0.57%
1,560,869
+185,437
49
$124M 0.55%
569,725
-439,299
50
$119M 0.53%
510,119
+15,476
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