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
$10.7B
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$132M
3
+$97.4M
4
XRAY icon
Dentsply Sirona
XRAY
+$89.4M
5
IDXX icon
Idexx Laboratories
IDXX
+$74.1M

Top Sells

1
+$196M
2
+$184M
3
+$85.7M
4
MPC icon
Marathon Petroleum
MPC
+$62.6M
5
CAB
Cabela's Inc
CAB
+$52.1M

Sector Composition

1 Consumer Discretionary 21.8%
2 Industrials 20.19%
3 Healthcare 16.86%
4 Technology 9.35%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$67.5M 0.63%
339,021
+158,913
52
$60.7M 0.56%
3,613,405
-79,261
53
$56M 0.52%
2,276,276
-89,620
54
$55M 0.51%
755,979
-136,600
55
$53M 0.49%
1,048,612
+370,568
56
$49.1M 0.46%
1,484,266
-39,616
57
$48.5M 0.45%
604,027
-20,924
58
$47.6M 0.44%
578,269
+32,799
59
$41.5M 0.39%
1,638,578
-420,647
60
$37.4M 0.35%
682,186
-1,598,323
61
$36.4M 0.34%
944,202
-74,341
62
$35.8M 0.33%
1,256,905
-830,036
63
$35.7M 0.33%
1,373,350
+8,207
64
$35.1M 0.33%
273,210
+84,588
65
$33.1M 0.31%
505,839
-6,682
66
$28.7M 0.27%
304,110
-229,134
67
$26.9M 0.25%
+256,881
68
$26.2M 0.24%
637,484
-335,593
69
$25.7M 0.24%
+412,528
70
$25.2M 0.23%
519,332
+223,426
71
$23.9M 0.22%
+246,796
72
$23M 0.21%
+295,802
73
$22.3M 0.21%
+259,582
74
$22.2M 0.21%
845,360
+163,633
75
$22.1M 0.21%
451,049
+93,144
1 2
3
4 5