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
$14B
AUM Growth
-$756M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$216M
2
+$214M
3
+$202M
4
IDXX icon
Idexx Laboratories
IDXX
+$170M
5
ILMN icon
Illumina
ILMN
+$167M

Top Sells

1
+$343M
2
+$196M
3
+$170M
4
XRAY icon
Dentsply Sirona
XRAY
+$99.8M
5
BN icon
Brookfield
BN
+$84.2M

Sector Composition

1 Technology 31.4%
2 Consumer Discretionary 13.74%
3 Healthcare 13.58%
4 Industrials 11.33%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$61.6M 0.43%
1,286,022
-4,095,187
52
$59M 0.41%
1,015,400
+612,540
53
$56.3M 0.39%
+1,177,198
54
$54.2M 0.37%
1,173,736
+330,043
55
$53.6M 0.37%
460,863
+225,632
56
$53M 0.37%
+819,877
57
$48.6M 0.34%
1,121,876
-367,940
58
$47M 0.32%
+487,017
59
$43.9M 0.3%
147,654
+54,185
60
$41.7M 0.29%
+1,515,405
61
$37.9M 0.26%
232,396
+114,061
62
$37.8M 0.26%
207,658
-142,470
63
$37.5M 0.26%
+2,216,100
64
$34.4M 0.24%
1,025,919
+51,838
65
$33.7M 0.23%
+146,672
66
$33.6M 0.23%
1,400,843
+355,381
67
$32.3M 0.22%
+1,956,186
68
$28.9M 0.2%
+2,366,681
69
$25.9M 0.18%
+131,384
70
$25.3M 0.17%
+133,318
71
$25M 0.17%
+36,228
72
$24.6M 0.17%
202,220
+11,786
73
$24.3M 0.17%
379,862
+63,250
74
$22M 0.15%
3,403,922
+1,493,816
75
$21.2M 0.15%
+153,713
1 2
3
4 5