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Select Equity Group

Select Equity Group Portfolio holdings

AUM $18.8B
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.4B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$161M
3
+$119M
4
MKL icon
Markel Group
MKL
+$90.9M
5
PTC icon
PTC
PTC
+$76.1M

Top Sells

1
+$204M
2
+$202M
3
+$177M
4
SGI
Somnigroup International
SGI
+$167M
5
VIK icon
Viking Holdings
VIK
+$153M

Sector Composition

1 Technology 22.84%
2 Industrials 21.15%
3 Consumer Discretionary 18.53%
4 Financials 11.74%
5 Healthcare 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$329M 1.41%
2,210,771
-35,702
27
$309M 1.32%
745,180
-271,943
28
$295M 1.26%
3,963,928
+582,922
29
$273M 1.17%
2,928,120
+516,661
30
$263M 1.12%
2,970,652
+1,737,608
31
$233M 1%
1,148,097
+373,020
32
$233M 1%
4,357,853
-836,443
33
$229M 0.98%
390,876
-35,961
34
$217M 0.93%
997,334
+575,088
35
$205M 0.88%
6,931,545
-978,193
36
$200M 0.86%
1,072,941
-20,973
37
$180M 0.77%
282,018
-291,695
38
$180M 0.77%
773,380
-173,578
39
$177M 0.76%
518,983
-21,333
40
$175M 0.75%
728,298
+59,291
41
$160M 0.69%
658,921
-27,859
42
$130M 0.56%
707,115
+228,825
43
$130M 0.56%
2,656,362
+1,088,851
44
$129M 0.55%
1,392,575
-1,526,860
45
$125M 0.54%
2,251,593
-667,902
46
$124M 0.53%
239,171
-4,684
47
$116M 0.5%
1,376,978
-542,662
48
$115M 0.49%
468,244
+33,827
49
$115M 0.49%
930,118
+253,232
50
$112M 0.48%
318,624
-45,214
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