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
$26.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$220M
2 +$219M
3 +$205M
4
RVTY icon
Revvity
RVTY
+$169M
5
TMO icon
Thermo Fisher Scientific
TMO
+$141M

Top Sells

1 +$241M
2 +$154M
3 +$146M
4
INTU icon
Intuit
INTU
+$139M
5
SCI icon
Service Corp International
SCI
+$132M

Sector Composition

1 Technology 28.67%
2 Industrials 18.33%
3 Consumer Discretionary 16.32%
4 Healthcare 13.24%
5 Financials 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$136M 0.51%
+690,705
52
$134M 0.5%
4,542,418
-421,226
53
$133M 0.49%
722,552
-34,123
54
$129M 0.48%
1,799,761
-374,681
55
$121M 0.45%
572,924
-44,774
56
$109M 0.41%
9,006,157
+1,633,586
57
$105M 0.39%
+1,625,307
58
$101M 0.38%
+566,305
59
$99.5M 0.37%
1,491,499
-193,463
60
$89.8M 0.33%
3,044,733
+670,103
61
$89.8M 0.33%
183,576
-49,634
62
$88.5M 0.33%
259,899
-109,502
63
$84.1M 0.31%
13,682,086
-2,161,314
64
$83.1M 0.31%
6,408,624
-105,764
65
$77.2M 0.29%
4,046,129
+1,542,072
66
$76.6M 0.29%
462,674
+228,093
67
$74.1M 0.28%
2,299,005
+469,852
68
$73M 0.27%
322,962
+32,594
69
$72.7M 0.27%
656,408
+213,178
70
$69M 0.26%
3,061,696
+1,979,261
71
$67.4M 0.25%
419,726
-6,587
72
$63.9M 0.24%
1,253,630
+942,504
73
$62.6M 0.23%
159,132
+5,238
74
$61.6M 0.23%
509,079
+203,975
75
$59.7M 0.22%
613,659
-305,613