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
$9.5B
AUM Growth
+$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$136M
3
+$118M
4
GNRC icon
Generac Holdings
GNRC
+$100M
5
MSM icon
MSC Industrial Direct
MSM
+$96.3M

Top Sells

1
+$181M
2
+$150M
3
+$93.9M
4
HOG icon
Harley-Davidson
HOG
+$65M
5
DINO icon
HF Sinclair
DINO
+$62M

Sector Composition

1 Consumer Discretionary 23.67%
2 Industrials 22.55%
3 Financials 12.92%
4 Healthcare 10.09%
5 Materials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17.9M 0.18%
126,237
+71,045
77
$14.7M 0.15%
685,285
-262,073
78
$14.5M 0.15%
111,097
+55,284
79
$14.2M 0.14%
+475,399
80
$13.4M 0.14%
1,307,893
+28,739
81
$10.7M 0.11%
360,484
-187,968
82
$10.5M 0.11%
279,340
-274,818
83
$9.68M 0.1%
484,869
+308,575
84
$9.14M 0.09%
965,315
+18,811
85
$7.62M 0.08%
1,024,330
86
$7.15M 0.07%
+147,231
87
$7.15M 0.07%
361,485
+8,755
88
$6.18M 0.06%
+84,410
89
$5.38M 0.05%
+194,262
90
$3.53M 0.04%
+233,085
91
$2.98M 0.03%
40,886
-4,521
92
$1.95M 0.02%
+30,495
93
$1.73M 0.02%
42,870
-56,525
94
$1.31M 0.01%
+86,133
95
$302K ﹤0.01%
+1,806
96
– –
-495,884
97
– –
-590,660
98
– –
0
99
– –
-586,612
100
– –
-1,095,422
1 2 3
4
5