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
$9.5B
AUM Growth
+$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$136M
3
+$118M
4
GNRC icon
Generac Holdings
GNRC
+$100M
5
MSM icon
MSC Industrial Direct
MSM
+$96.3M

Top Sells

1
+$181M
2
+$150M
3
+$93.9M
4
HOG icon
Harley-Davidson
HOG
+$65M
5
DINO icon
HF Sinclair
DINO
+$62M

Sector Composition

1 Consumer Discretionary 23.67%
2 Industrials 22.55%
3 Financials 12.92%
4 Healthcare 10.09%
5 Materials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$42.3M 0.43%
704,166
+371,219
52
$40.6M 0.41%
500,207
-95,181
53
$38.1M 0.39%
1,790,850
+595,254
54
$37.4M 0.38%
430,663
-27,103
55
$36.9M 0.38%
1,387,382
+537,776
56
$34.9M 0.36%
499,435
-313,877
57
$32.1M 0.33%
432,578
+17,865
58
$30.2M 0.31%
735,640
-10,748
59
$27.8M 0.28%
520,170
-170,853
60
$24.5M 0.25%
+1,107,162
61
$21.4M 0.22%
1,017,482
+530,680
62
$21.2M 0.22%
654,048
-365,211
63
$20.9M 0.21%
282,066
+4,970
64
$20.8M 0.21%
999,268
+362,432
65
$19.8M 0.2%
342,374
+25,306
66
$19.4M 0.2%
587,962
+24,256
67
$19.3M 0.2%
669,613
+51,465
68
$19.2M 0.2%
208,304
+22,287
69
$18.9M 0.19%
59,035
+3,956
70
$18.8M 0.19%
99
+2
71
$18.5M 0.19%
73,351
+7,250
72
$18.4M 0.19%
454,884
-8,233
73
$18.2M 0.19%
728,061
+65,607
74
$18.1M 0.18%
344,052
+23,884
75
$18.1M 0.18%
230,572
+24,358
1 2
3
4 5