Select Equity Group

Select Equity Group Portfolio holdings

AUM $23.4B
1-Year Est. Return 17.85%
This Quarter Est. Return
1 Year Est. Return
+17.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.3B
AUM Growth
+$4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$385M
2
+$333M
3
+$256M
4
TSCO icon
Tractor Supply
TSCO
+$178M
5
PAYX icon
Paychex
PAYX
+$167M

Top Sells

1
+$412M
2
+$252M
3
+$248M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$233M
5
ULTA icon
Ulta Beauty
ULTA
+$170M

Sector Composition

1 Technology 39.24%
2 Consumer Discretionary 14.01%
3 Financials 11.99%
4 Healthcare 11.82%
5 Industrials 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$105M 0.43%
629,283
+358,447
52
$97.2M 0.4%
+4,841,956
53
$95.5M 0.39%
+1,401,197
54
$92.8M 0.38%
975,807
-414,581
55
$85.1M 0.35%
868,278
-2,379,099
56
$84.7M 0.35%
553,868
+483,868
57
$83.8M 0.34%
768,885
-394,743
58
$81.4M 0.33%
+577,776
59
$79.6M 0.33%
4,145,309
-139,904
60
$78.6M 0.32%
656,844
+6,296
61
$74M 0.3%
889,429
-586,002
62
$67.8M 0.28%
+854,164
63
$65M 0.27%
+2,408,470
64
$57.1M 0.23%
+754,239
65
$51.1M 0.21%
775,976
-6,246,062
66
$49.4M 0.2%
723,715
-1,451,780
67
$45.8M 0.19%
934,986
+632,611
68
$39.3M 0.16%
448,640
-1,038,160
69
$37.8M 0.16%
+867,886
70
$37.6M 0.15%
283,723
-558,219
71
$37.2M 0.15%
+376,919
72
$35M 0.14%
89,167
+12,021
73
$34.9M 0.14%
1,713,066
+405,574
74
$33.6M 0.14%
518,793
-234,599
75
$33M 0.14%
+2,043,104
1 2
3
4 5