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
$14.1B
AUM Growth
+$1.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$178M
3
+$97.4M
4
CVET
Covetrus, Inc. Common Stock
CVET
+$82.9M
5
MTN icon
Vail Resorts
MTN
+$77.1M

Top Sells

1
+$146M
2
+$140M
3
+$101M
4
WAT icon
Waters Corp
WAT
+$87.7M
5
BFAM icon
Bright Horizons
BFAM
+$79.1M

Sector Composition

1 Technology 27.78%
2 Healthcare 17.67%
3 Industrials 15%
4 Consumer Discretionary 11.61%
5 Financials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$55.5M 0.38%
+4,131,094
52
$54.5M 0.37%
444,167
-826,004
53
$49.7M 0.34%
708,559
-19,447
54
$48.2M 0.33%
736,721
+53,271
55
$40.8M 0.28%
695,200
-26,080
56
$40.5M 0.27%
1,520,515
-5,604
57
$39.1M 0.26%
191,100
-13,854
58
$33.6M 0.23%
1,188,641
-78,620
59
$33.1M 0.22%
441,282
+119,658
60
$31.1M 0.21%
2,359,647
-803,983
61
$26.4M 0.18%
286,517
-247
62
$25.3M 0.17%
+398,526
63
$25.2M 0.17%
103,588
+4,159
64
$21.4M 0.15%
121,640
-91,112
65
$20.8M 0.14%
+832,897
66
$20.4M 0.14%
91,087
-49,038
67
$17.9M 0.12%
615,496
-9,061
68
$15.6M 0.11%
93,335
-25,948
69
$15.5M 0.1%
+231,483
70
$14M 0.09%
89,652
+26,640
71
$12.4M 0.08%
227,970
-1,518
72
$11.9M 0.08%
+794,333
73
$11.3M 0.08%
452,038
-564,151
74
$9.03M 0.06%
+392,029
75
$9.02M 0.06%
58,939
-21,721
1 2
3
4 5