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
$17.2B
AUM Growth
+$3.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$284M
3
+$283M
4
TSCO icon
Tractor Supply
TSCO
+$263M
5
PYPL icon
PayPal
PYPL
+$254M

Top Sells

1
+$286M
2
+$248M
3
+$222M
4
LYV icon
Live Nation Entertainment
LYV
+$198M
5
TRMB icon
Trimble
TRMB
+$146M

Sector Composition

1 Technology 36.5%
2 Consumer Discretionary 13.03%
3 Healthcare 11.93%
4 Financials 11.24%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$76.8M 0.44%
1,356,586
+182,850
52
$76M 0.44%
3,673,655
+1,306,974
53
$72.7M 0.42%
7,075,956
+3,672,034
54
$72.2M 0.41%
+382,598
55
$71.3M 0.41%
715,545
-431,261
56
$67.3M 0.39%
477,661
+16,798
57
$65.6M 0.38%
2,580,229
-1,118,531
58
$64.8M 0.37%
1,144,422
-1,243,155
59
$57.1M 0.33%
+164,713
60
$55.7M 0.32%
+546,895
61
$54.4M 0.31%
1,672,514
+157,109
62
$53.8M 0.31%
508,251
+417,561
63
$53.2M 0.31%
+395,451
64
$50.1M 0.29%
+3,441,026
65
$47.7M 0.27%
175,311
+43,927
66
$31.3M 0.18%
657,475
-485,776
67
$28.9M 0.17%
+599,140
68
$28.9M 0.17%
92,867
-54,787
69
$28.1M 0.16%
34,882
-1,346
70
$27.3M 0.16%
3,332,161
+1,177,070
71
$27.3M 0.16%
994,677
-406,166
72
$26.8M 0.15%
131,832
+67,889
73
$26.7M 0.15%
+240,651
74
$25.3M 0.15%
98,138
-104,082
75
$24.3M 0.14%
113,022
-119,374
1 2
3
4 5