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
$11.8B
AUM Growth
+$1.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$187M
3
+$139M
4
BX icon
Blackstone
BX
+$126M
5
EXPD icon
Expeditors International
EXPD
+$112M

Top Sells

1
+$162M
2
+$128M
3
+$102M
4
MRC
MRC Global
MRC
+$83.8M
5
SHW icon
Sherwin-Williams
SHW
+$82.7M

Sector Composition

1 Healthcare 28.56%
2 Consumer Discretionary 23.05%
3 Industrials 18.2%
4 Technology 11.45%
5 Financials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$62.1M 0.52%
320,329
+60,258
52
$60.3M 0.51%
959,607
+424,583
53
$59.9M 0.5%
+375,631
54
$54.9M 0.46%
1,764,825
+1,177,471
55
$52.6M 0.44%
1,341,508
-621,900
56
$52.4M 0.44%
2,846,976
+1,378,153
57
$47.9M 0.4%
+2,650,085
58
$47.9M 0.4%
+707,118
59
$44.2M 0.37%
1,862,070
+332,637
60
$38.6M 0.32%
482,643
+31,642
61
$34.1M 0.29%
390,412
+62,589
62
$33.3M 0.28%
235,251
-1,144,061
63
$32.1M 0.27%
1,316,182
+10,793
64
$30.3M 0.25%
158,852
-4,535
65
$28.5M 0.24%
+286,247
66
$26.8M 0.22%
850,174
-2,235,826
67
$26.8M 0.22%
693,254
-20,551
68
$26.3M 0.22%
704,960
69
$25M 0.21%
73,502
-2,433
70
$24.6M 0.21%
390,902
-643,664
71
$24.5M 0.21%
599,195
-20,854
72
$24.3M 0.2%
245,765
-8,735
73
$23.9M 0.2%
+365,385
74
$22.7M 0.19%
1,088,679
+566,924
75
$22.3M 0.19%
385,054
-508,856
1 2
3
4 5