Select Equity Group

Select Equity Group Portfolio holdings

AUM $23.5B
1-Year Est. Return 24.77%
This Quarter Est. Return
1 Year Est. Return
+24.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.1B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$217M
2
+$105M
3
+$82.9M
4
TTC icon
Toro Company
TTC
+$76.8M
5
MHK icon
Mohawk Industries
MHK
+$71.8M

Top Sells

1
+$268M
2
+$161M
3
+$88.4M
4
IDXX icon
Idexx Laboratories
IDXX
+$82.1M
5
GDDY icon
GoDaddy
GDDY
+$77.4M

Sector Composition

1 Technology 21.54%
2 Healthcare 19.33%
3 Consumer Discretionary 16.13%
4 Industrials 15.94%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$45.6M 0.37%
689,603
-130,606
52
$43.6M 0.35%
855,472
+535,725
53
$43.2M 0.35%
223,404
+79,174
54
$42.5M 0.34%
3,533,520
+545,784
55
$40.4M 0.32%
2,507,476
-481,636
56
$39.8M 0.32%
1,077,236
-1,554,280
57
$38.5M 0.31%
452,196
-24,195
58
$37.7M 0.3%
919,753
-14,131
59
$35.9M 0.29%
284,297
-15,170
60
$35.6M 0.29%
330,839
-89,537
61
$31.5M 0.25%
245,317
+37,238
62
$30.8M 0.25%
530,208
+100,870
63
$29.4M 0.24%
513,834
+35,004
64
$27.7M 0.22%
279,134
-1,616,782
65
$27.1M 0.22%
844,570
-45,718
66
$26.6M 0.21%
749,621
+86,008
67
$24.6M 0.2%
126,623
+4,674
68
$23.4M 0.19%
105,335
-7,371
69
$23.2M 0.19%
+563,040
70
$21M 0.17%
102,579
-79,308
71
$19.7M 0.16%
+204,426
72
$19.4M 0.16%
173,530
-221,790
73
$19.2M 0.15%
1,315,610
-418,720
74
$18.6M 0.15%
79,504
+24,736
75
$18.4M 0.15%
1,651,602
+99,946
1 2
3
4