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
$26.8B
AUM Growth
-$3.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$373M
2
+$273M
3
+$266M
4
RVTY icon
Revvity
RVTY
+$239M
5
TECH icon
Bio-Techne
TECH
+$216M

Top Sells

1
+$357M
2
+$244M
3
+$200M
4
CLVT icon
Clarivate
CLVT
+$153M
5
RGEN icon
Repligen
RGEN
+$152M

Sector Composition

1 Technology 33.75%
2 Financials 15.21%
3 Healthcare 13.43%
4 Industrials 12.86%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$147M 0.47%
6,971,781
+404,868
52
$145M 0.47%
6,806,133
+6,253,975
53
$144M 0.46%
767,389
-309,397
54
$143M 0.46%
5,921,955
+1,853,899
55
$132M 0.42%
1,498,461
+674,511
56
$127M 0.41%
10,529,966
-3,056,712
57
$112M 0.36%
675,815
-193,717
58
$106M 0.34%
826,852
+153,343
59
$104M 0.33%
1,875,088
-35,596
60
$96.1M 0.31%
346,246
+174,812
61
$90M 0.29%
2,585,985
-37,930
62
$88.3M 0.28%
323,880
-7,732
63
$84.2M 0.27%
266,827
-18,421
64
$82.4M 0.26%
2,194,964
+23,330
65
$80.2M 0.26%
149,369
+21,814
66
$74.8M 0.24%
60,022
+18,815
67
$73.5M 0.24%
+478,262
68
$72.7M 0.23%
+324,607
69
$70.9M 0.23%
752,114
+87,410
70
$70.8M 0.23%
764,113
+149,100
71
$66.1M 0.21%
3,641,049
+547,089
72
$65.3M 0.21%
169,501
-97,970
73
$64.3M 0.21%
786,927
+329,865
74
$63.1M 0.2%
1,428,110
+541,436
75
$61.1M 0.2%
+654,592
1 2
3
4 5