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Select Equity Group

Select Equity Group Portfolio holdings

AUM $18.8B
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.4B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$161M
3
+$119M
4
MKL icon
Markel Group
MKL
+$90.9M
5
PTC icon
PTC
PTC
+$76.1M

Top Sells

1
+$204M
2
+$202M
3
+$177M
4
SGI
Somnigroup International
SGI
+$167M
5
VIK icon
Viking Holdings
VIK
+$153M

Sector Composition

1 Technology 22.84%
2 Industrials 21.15%
3 Consumer Discretionary 18.53%
4 Financials 11.74%
5 Healthcare 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$112M 0.48%
339,334
-20,940
52
$107M 0.46%
145,095
+41,339
53
$105M 0.45%
572,744
-164,199
54
$102M 0.44%
149,782
-23,103
55
$98.4M 0.42%
448,321
+14,310
56
$92.9M 0.4%
697,358
+8,146
57
$86.7M 0.37%
1,265,211
-176,629
58
$85.4M 0.37%
430,671
+13,264
59
$84.5M 0.36%
2,457,941
-338,227
60
$78.3M 0.34%
161,479
+15,017
61
$77.9M 0.33%
328,551
-76,542
62
$69.8M 0.3%
1,188,856
-76,687
63
$69.5M 0.3%
323,725
+20,475
64
$69.1M 0.3%
3,622,866
+372,631
65
$66.8M 0.29%
+472,495
66
$64.4M 0.28%
289,735
+205,180
67
$63.3M 0.27%
3,739,246
+983,878
68
$55.1M 0.24%
418,728
+62,538
69
$54.3M 0.23%
1,187,886
-1,023,345
70
$50.6M 0.22%
1,023,600
+890,541
71
$49.8M 0.21%
+503,341
72
$49.5M 0.21%
253,021
-13,719
73
$48.4M 0.21%
721,641
-56,307
74
$47M 0.2%
38,293
-1,148
75
$44.8M 0.19%
1,203,723
+153,479
1 2
3
4 5