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
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$197M
2
+$177M
3
+$171M
4
GOOS
Canada Goose Holdings
GOOS
+$155M
5
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$119M

Top Sells

1
+$360M
2
+$224M
3
+$177M
4
CVET
Covetrus, Inc. Common Stock
CVET
+$136M
5
XRAY icon
Dentsply Sirona
XRAY
+$128M

Sector Composition

1 Technology 27.57%
2 Healthcare 14.88%
3 Industrials 14.61%
4 Consumer Discretionary 11.97%
5 Financials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$58.7M 0.4%
3,483,337
-4,383,276
52
$53.6M 0.36%
722,146
-947,395
53
$53M 0.36%
1,558,078
-67,448
54
$49.8M 0.34%
+275,039
55
$48.1M 0.33%
838,455
+134,231
56
$45.6M 0.31%
38,620
+21,737
57
$36.2M 0.24%
112,364
-107,244
58
$35.8M 0.24%
+2,136,894
59
$35.3M 0.24%
460,766
+7,549
60
$34.9M 0.24%
229,046
-151,312
61
$33.8M 0.23%
346,942
-273,838
62
$33.5M 0.23%
1,133,681
+151,454
63
$32.7M 0.22%
+1,440,737
64
$32.4M 0.22%
856,895
-268,034
65
$30.7M 0.21%
1,721,706
+430,304
66
$30.2M 0.2%
403,639
-30,818
67
$29.7M 0.2%
487,640
+85,480
68
$28.7M 0.19%
+1,350,180
69
$28.7M 0.19%
2,538,324
+949,747
70
$27.8M 0.19%
+1,970,436
71
$22.8M 0.15%
118,459
-4,557
72
$21.5M 0.15%
+392,315
73
$20.7M 0.14%
141,892
+9,281
74
$19.6M 0.13%
+135,403
75
$19.5M 0.13%
170,943
+15,102
1 2
3
4 5