Select Equity Group Portfolio holdings
AUM
$23.5B
This Quarter Return
+1.79%
1 Year Return
+24.77%
3 Year Return
+78.89%
5 Year Return
+141.27%
10 Year Return
+373.45%
AUM
$11.2B
AUM Growth
+$11.2B
(-5.3%)
Cap. Flow
-$575M
Cap. Flow
% of AUM
-5.13%
Top 10 Holdings %
Top 10 Hldgs %
37.79%
Holding
103
New
8
Increased
34
Reduced
42
Closed
11
Top Buys
| 1 |
Martin Marietta Materials
MLM
|
$82.3M |
| 2 |
Gen Digital
GEN
|
$56.4M |
| 3 |
WFM
Whole Foods Market Inc
WFM
|
$53.7M |
| 4 |
SS&C Technologies
SSNC
|
$43.7M |
| 5 |
Franklin Resources
BEN
|
$42.3M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
$97.3M |
| 2 |
Sensata Technologies
ST
|
$94.1M |
| 3 |
IHS
IHS INC CL-A COM STK
IHS
|
$91.4M |
| 4 |
Expeditors International
EXPD
|
$80.8M |
| 5 |
Idexx Laboratories
IDXX
|
$78.7M |
Sector Composition
| 1 | Healthcare | 30.3% |
| 2 | Consumer Discretionary | 19.56% |
| 3 | Industrials | 18.97% |
| 4 | Technology | 10.99% |
| 5 | Financials | 5.9% |
