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
$9.06B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$63.6M
3
+$61M
4
KKR icon
KKR & Co
KKR
+$57.2M
5
TECH icon
Bio-Techne
TECH
+$50.4M

Top Sells

1
+$259M
2
+$67.7M
3
+$61.8M
4
BX icon
Blackstone
BX
+$59.8M
5
INTU icon
Intuit
INTU
+$56.2M

Sector Composition

1 Consumer Discretionary 24.61%
2 Industrials 18.94%
3 Financials 12.09%
4 Healthcare 10.81%
5 Materials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$30.6M 0.33%
414,713
+41,629
52
$29.9M 0.33%
+746,388
53
$29.8M 0.33%
691,023
-323,103
54
$29.5M 0.32%
1,195,596
-371,899
55
$29.1M 0.32%
1,019,259
+813,084
56
$25.9M 0.28%
352,698
+70,363
57
$25.8M 0.28%
849,606
-17,586
58
$24.8M 0.27%
495,884
+12,071
59
$23.4M 0.26%
1,095,422
+11,057
60
$21.6M 0.24%
947,358
+409,267
61
$20.2M 0.22%
563,706
+77,910
62
$20M 0.22%
332,947
+207,792
63
$19.8M 0.22%
+222,225
64
$19.7M 0.21%
586,612
-1,173,168
65
$19.1M 0.21%
554,158
+13,815
66
$18.9M 0.21%
463,117
-45,813
67
$18.3M 0.2%
277,096
-19,237
68
$18.2M 0.2%
97
-3
69
$17.9M 0.2%
101,188
-11,510
70
$17.3M 0.19%
55,079
-3,411
71
$17.3M 0.19%
320,168
-33,696
72
$17.2M 0.19%
317,068
-16,362
73
$17.2M 0.19%
618,148
-75,121
74
$17M 0.19%
261,871
-6,857
75
$16.9M 0.18%
1,419,578
-200,990
1 2
3
4 5