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
$12.9B
AUM Growth
+$819M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$185M
2
+$138M
3
+$123M
4
MLM icon
Martin Marietta Materials
MLM
+$95.7M
5
ANSS
Ansys
ANSS
+$90.8M

Top Sells

1
+$359M
2
+$256M
3
+$208M
4
BFAM icon
Bright Horizons
BFAM
+$115M
5
RVTY icon
Revvity
RVTY
+$93M

Sector Composition

1 Technology 23.55%
2 Healthcare 20.32%
3 Industrials 15.56%
4 Consumer Discretionary 14.59%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$58.5M 0.43%
186,923
+142,604
52
$55.5M 0.41%
1,469,552
+371,824
53
$52.8M 0.39%
1,225,105
+17,780
54
$48.9M 0.36%
421,960
+137,663
55
$48.7M 0.36%
954,237
+98,765
56
$48M 0.35%
+421,139
57
$44.2M 0.33%
+318,010
58
$42.6M 0.32%
+3,220,984
59
$39.1M 0.29%
558,205
+404,449
60
$38M 0.28%
2,855,495
+1,218,347
61
$36.7M 0.27%
304,128
-26,711
62
$35.7M 0.26%
521,437
+7,603
63
$34.9M 0.26%
+1,000,000
64
$33.8M 0.25%
512,760
-17,448
65
$33.7M 0.25%
316,955
+112,529
66
$32.6M 0.24%
2,244,920
-1,288,600
67
$31M 0.23%
338,884
-113,312
68
$29.2M 0.22%
+1,275,573
69
$29M 0.21%
+307,158
70
$28.7M 0.21%
117,004
+11,669
71
$25.2M 0.19%
399,320
-290,283
72
$22.7M 0.17%
137,811
+11,188
73
$19.9M 0.15%
1,211,570
-104,040
74
$17.1M 0.13%
127,819
-410,656
75
$15.9M 0.12%
+459,099
1 2
3
4 5