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
$13.8B
AUM Growth
-$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$94.6M
2
+$90.8M
3
+$79.2M
4
XRAY icon
Dentsply Sirona
XRAY
+$72.6M
5
CVET
Covetrus, Inc. Common Stock
CVET
+$72.4M

Top Sells

1
+$298M
2
+$208M
3
+$168M
4
SCI icon
Service Corp International
SCI
+$157M
5
CINF icon
Cincinnati Financial
CINF
+$127M

Sector Composition

1 Technology 26.47%
2 Healthcare 18.92%
3 Industrials 15.11%
4 Consumer Discretionary 10.35%
5 Financials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$49.6M 0.34%
230,341
+196,089
52
$48.1M 0.33%
1,893,884
+1,501,855
53
$48M 0.33%
704,224
-4,335
54
$43.6M 0.3%
720,154
+321,628
55
$42.2M 0.29%
616,574
-120,147
56
$38.6M 0.26%
1,124,929
-63,712
57
$35.4M 0.24%
506,172
-630,553
58
$35.4M 0.24%
2,250,722
+1,456,389
59
$35M 0.24%
434,457
+202,974
60
$33.8M 0.23%
+453,217
61
$29.6M 0.2%
+1,291,402
62
$29.1M 0.2%
118,200
+14,612
63
$28.9M 0.2%
2,201,088
-158,559
64
$27M 0.18%
+696,213
65
$25.5M 0.17%
1,145,402
-375,113
66
$25.1M 0.17%
982,227
+149,330
67
$23.5M 0.16%
+208,564
68
$22.8M 0.16%
155,841
+145,137
69
$22.7M 0.15%
123,016
+1,376
70
$21.7M 0.15%
402,160
-293,040
71
$21.5M 0.15%
+493,794
72
$19.2M 0.13%
+132,611
73
$19M 0.13%
+410,617
74
$18.4M 0.13%
16,883
+13,551
75
$18M 0.12%
+1,588,577
1 2
3
4 5