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
$29.2B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$484M
2
+$434M
3
+$375M
4
TRU icon
TransUnion
TRU
+$269M
5
DAY icon
Dayforce
DAY
+$268M

Top Sells

1
+$555M
2
+$485M
3
+$251M
4
SCI icon
Service Corp International
SCI
+$232M
5
MTN icon
Vail Resorts
MTN
+$202M

Sector Composition

1 Technology 39.93%
2 Financials 14.2%
3 Consumer Discretionary 14.09%
4 Industrials 11.59%
5 Healthcare 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$129M 0.44%
280,872
-23,641
52
$128M 0.44%
1,136,977
-4,923,530
53
$121M 0.41%
1,531,257
+363,485
54
$119M 0.41%
2,488,160
+1,839,660
55
$116M 0.4%
2,729,615
-2,576,113
56
$112M 0.38%
323,999
-293,671
57
$110M 0.38%
376,270
+38,347
58
$107M 0.37%
+2,824,031
59
$104M 0.35%
3,989,348
-1,731,838
60
$102M 0.35%
954,928
-473,758
61
$95.5M 0.33%
675,997
+102,474
62
$90.5M 0.31%
721,780
+149,900
63
$87.9M 0.3%
3,170,676
-3,537,119
64
$85.1M 0.29%
+1,780,860
65
$75.9M 0.26%
120,222
-15,088
66
$74.9M 0.26%
93,286
-1,879
67
$65M 0.22%
708,915
-1,719,334
68
$64.1M 0.22%
443,336
-203,158
69
$61.9M 0.21%
592,911
-341,036
70
$59.3M 0.2%
91,570
+87,728
71
$59.1M 0.2%
491,909
+10,507
72
$58.9M 0.2%
4,663,832
+549,062
73
$56.2M 0.19%
161,611
+125,721
74
$55.9M 0.19%
+679,248
75
$50.7M 0.17%
187,101
-16,533
1 2
3
4 5