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
$33.7B
AUM Growth
+$3.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$425M
2
+$353M
3
+$334M
4
FAST icon
Fastenal
FAST
+$319M
5
TDG icon
TransDigm Group
TDG
+$259M

Top Sells

1
+$398M
2
+$261M
3
+$256M
4
ULTA icon
Ulta Beauty
ULTA
+$204M
5
GDDY icon
GoDaddy
GDDY
+$199M

Sector Composition

1 Technology 38.14%
2 Financials 16.72%
3 Industrials 11.48%
4 Healthcare 11.15%
5 Consumer Discretionary 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$194M 0.53%
+13,978,869
52
$192M 0.52%
657,411
-110,028
53
$165M 0.45%
2,090,776
+557,672
54
$155M 0.42%
1,071,980
+345,640
55
$152M 0.41%
971,008
-245,886
56
$146M 0.4%
6,241,006
+2,184,972
57
$142M 0.39%
+3,771,957
58
$133M 0.36%
3,886,476
+2,541,152
59
$132M 0.36%
847,787
-370,166
60
$109M 0.3%
+303,240
61
$101M 0.28%
840,422
+263,574
62
$101M 0.27%
+2,658,563
63
$90.5M 0.25%
1,622,532
+1,011,929
64
$88.2M 0.24%
1,029,562
-1,219,343
65
$86M 0.23%
+775,877
66
$83.7M 0.23%
297,812
+6,266
67
$79.2M 0.22%
819,818
+710,104
68
$78.9M 0.22%
433,096
+158,823
69
$76M 0.21%
+603,465
70
$73.6M 0.2%
+960,149
71
$70.8M 0.19%
359,800
-234,968
72
$70.3M 0.19%
529,084
-45,505
73
$69.7M 0.19%
105,823
-695
74
$68.4M 0.19%
362,677
-24,542
75
$64.2M 0.18%
155,807
-494,251
1 2
3
4 5