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
$22.4B
AUM Growth
-$2.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$395M
2
+$358M
3
+$268M
4
IDXX icon
Idexx Laboratories
IDXX
+$195M
5
BJ icon
BJs Wholesale Club
BJ
+$184M

Top Sells

1
+$348M
2
+$266M
3
+$228M
4
BN icon
Brookfield
BN
+$223M
5
SGI
Somnigroup International
SGI
+$218M

Sector Composition

1 Industrials 25.54%
2 Technology 22.28%
3 Consumer Discretionary 16.3%
4 Healthcare 10.59%
5 Financials 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$112M 0.48%
728,792
-25,378
52
$111M 0.48%
1,166,979
-2,388,508
53
$101M 0.44%
377,686
-102,017
54
$94.8M 0.41%
611,925
-349,657
55
$78.9M 0.34%
2,649,491
-2,474,800
56
$76.7M 0.33%
403,186
-105,121
57
$72.5M 0.31%
+643,143
58
$67.6M 0.29%
135,894
-65,125
59
$66.3M 0.29%
1,620,565
+951,195
60
$64.6M 0.28%
265,180
-195,478
61
$64.3M 0.28%
411,359
-173,119
62
$63.2M 0.27%
749,050
+486,241
63
$61.7M 0.27%
450,885
-493,240
64
$60.5M 0.26%
921,645
+179,620
65
$60.2M 0.26%
923,050
+170,171
66
$59.7M 0.26%
158,907
-19,016
67
$59.5M 0.26%
+1,534,694
68
$58.5M 0.25%
355,331
+165,628
69
$53.9M 0.23%
27,999
+400
70
$52.9M 0.23%
809,461
-2,533,357
71
$46.6M 0.2%
315,196
-379,908
72
$45M 0.19%
284,524
-12,198
73
$43.6M 0.19%
212,766
+58,485
74
$43M 0.19%
99,056
+68,912
75
$39.8M 0.17%
489,555
+158,877
1 2
3
4 5