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
$29.8B
AUM Growth
+$535M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$313M
2
+$306M
3
+$238M
4
CNM icon
Core & Main
CNM
+$215M
5
MRVI icon
Maravai LifeSciences
MRVI
+$210M

Top Sells

1
+$232M
2
+$168M
3
+$147M
4
CDW icon
CDW
CDW
+$127M
5
GDDY icon
GoDaddy
GDDY
+$112M

Sector Composition

1 Technology 42.05%
2 Financials 14.87%
3 Consumer Discretionary 11.74%
4 Healthcare 11.58%
5 Industrials 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$132M 0.44%
1,533,104
+1,422,342
52
$124M 0.42%
2,939,865
+166,617
53
$116M 0.39%
2,248,905
-480,710
54
$105M 0.35%
157,425
+83,488
55
$101M 0.34%
594,768
-643,189
56
$101M 0.34%
387,219
+371,523
57
$100M 0.34%
2,067,770
-420,390
58
$96.8M 0.33%
726,340
+4,560
59
$92.8M 0.31%
4,056,034
+1,843,280
60
$85.8M 0.29%
256,866
-439,412
61
$83.1M 0.28%
291,546
-84,724
62
$76.8M 0.26%
2,975,642
-1,013,706
63
$74.5M 0.25%
2,821,113
-2,918
64
$67M 0.23%
574,589
-562,388
65
$66.2M 0.22%
106,518
-13,704
66
$65.4M 0.22%
1,821,932
+41,072
67
$64.4M 0.22%
+171,126
68
$64.4M 0.22%
576,848
+84,939
69
$62.4M 0.21%
183,338
+170,125
70
$59.3M 0.2%
381,571
-61,765
71
$56.1M 0.19%
157,057
-166,942
72
$55.7M 0.19%
491,041
-101,870
73
$49.5M 0.17%
4,651,230
-12,602
74
$49M 0.16%
4,104,702
-6,534,334
75
$48.7M 0.16%
+274,273
1 2
3
4 5