Select Equity Group

Select Equity Group Portfolio holdings

AUM $21.5B
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.5B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$272M
2
+$192M
3
+$138M
4
PWR icon
Quanta Services
PWR
+$134M
5
ALC icon
Alcon
ALC
+$115M

Top Sells

1
+$231M
2
+$171M
3
+$169M
4
SAIA icon
Saia
SAIA
+$168M
5
DAY
Dayforce
DAY
+$165M

Sector Composition

1 Industrials 23.68%
2 Technology 22.8%
3 Consumer Discretionary 16.91%
4 Healthcare 11.02%
5 Financials 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$108M 0.46%
693,776
+338,445
52
$103M 0.44%
1,441,840
+692,790
53
$99.3M 0.42%
360,274
+336,957
54
$97.8M 0.42%
689,212
+238,327
55
$95.2M 0.41%
434,011
+30,825
56
$95.2M 0.41%
2,796,168
-3,985,860
57
$91.1M 0.39%
2,211,231
-3,549,390
58
$90.7M 0.39%
434,417
-135,308
59
$82.5M 0.35%
417,407
+204,641
60
$81.7M 0.35%
1,567,511
-4,416,726
61
$79.6M 0.34%
422,246
-267,007
62
$76.6M 0.33%
103,756
+44,622
63
$71.4M 0.3%
1,265,543
+758,462
64
$70M 0.3%
+3,250,235
65
$68.9M 0.29%
+478,290
66
$66.8M 0.28%
676,886
-244,759
67
$61.8M 0.26%
255,989
-9,191
68
$59.4M 0.25%
303,250
-339,893
69
$59.4M 0.25%
146,462
+10,568
70
$57.8M 0.25%
777,948
-145,102
71
$57.4M 0.24%
547,845
-999,806
72
$52.9M 0.23%
2,755,368
+818,758
73
$46.3M 0.2%
+39,441
74
$46.1M 0.2%
+346,427
75
$43.7M 0.19%
2,027,559
-264,677
1 2
3
4 5