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
$14.7B
AUM Growth
+$915M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$224M
2
+$220M
3
+$213M
4
STE icon
Steris
STE
+$186M
5
ULTA icon
Ulta Beauty
ULTA
+$110M

Top Sells

1
+$395M
2
+$171M
3
+$165M
4
RVTY icon
Revvity
RVTY
+$142M
5
IT icon
Gartner
IT
+$114M

Sector Composition

1 Technology 29.99%
2 Healthcare 13.07%
3 Industrials 12.71%
4 Consumer Discretionary 12.47%
5 Financials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$53.9M 0.34%
843,693
+5,238
52
$51.3M 0.32%
658,036
-64,110
53
$47.5M 0.3%
2,320,626
+598,920
54
$47.1M 0.3%
+543,315
55
$46.5M 0.29%
974,081
+117,186
56
$46.1M 0.29%
+319,335
57
$41.5M 0.26%
1,910,106
-226,788
58
$35.6M 0.22%
235,231
+93,339
59
$34.1M 0.21%
+666,202
60
$32.4M 0.2%
93,469
-18,895
61
$31.1M 0.2%
1,045,462
-88,219
62
$29.8M 0.19%
1,347,212
-93,525
63
$28.5M 0.18%
190,434
+19,491
64
$28.3M 0.18%
316,612
-30,330
65
$27.7M 0.17%
151,030
+28,185
66
$26.9M 0.17%
402,860
-84,780
67
$26.8M 0.17%
1,520,610
-2,544,386
68
$24.9M 0.16%
118,335
-124
69
$24.9M 0.16%
425,391
+33,076
70
$24M 0.15%
+74,441
71
$24M 0.15%
151,908
+59,105
72
$23.8M 0.15%
1,682,069
+174,021
73
$23.7M 0.15%
+71,861
74
$21.9M 0.14%
1,338,263
+532,650
75
$21.6M 0.14%
105,005
+4,619
1 2
3
4 5