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
$27.7B
AUM Growth
+$570M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$377M
2
+$357M
3
+$261M
4
TRMB icon
Trimble
TRMB
+$167M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$132M

Top Sells

1
+$336M
2
+$276M
3
+$239M
4
PTC icon
PTC
PTC
+$215M
5
CLH icon
Clean Harbors
CLH
+$204M

Sector Composition

1 Industrials 23.69%
2 Technology 22.63%
3 Consumer Discretionary 16.94%
4 Financials 11.3%
5 Materials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$128M 0.45%
2,048,387
-405,082
52
$106M 0.37%
8,005,945
-442,655
53
$106M 0.37%
412,445
-78,318
54
$103M 0.36%
1,337,045
+779,983
55
$101M 0.36%
3,242,722
+1,025,763
56
$99M 0.35%
1,261,671
+996,694
57
$95.1M 0.34%
380,994
-390,941
58
$93.8M 0.33%
616,055
-349,928
59
$92.8M 0.33%
514,519
+2,000
60
$92.2M 0.33%
1,376,305
-701,111
61
$90M 0.32%
3,436,580
-76,600
62
$89.6M 0.32%
49,931
+19,860
63
$89M 0.31%
211,520
+76,018
64
$80.3M 0.28%
+52,788
65
$79M 0.28%
460,000
-361,436
66
$76.8M 0.27%
8,249,088
-157,403
67
$70.4M 0.25%
165,580
-124,296
68
$67.8M 0.24%
5,960,533
+3,740,265
69
$67.2M 0.24%
423,518
-59,624
70
$66.5M 0.24%
1,537,964
+642,612
71
$64.4M 0.23%
1,062,915
-608,278
72
$63.5M 0.22%
117,543
-293,540
73
$60.3M 0.21%
680,369
-48,634
74
$59.2M 0.21%
+121,973
75
$57.4M 0.2%
559,368
+19,647
1 2
3
4 5