Select Equity Group

Select Equity Group Portfolio holdings

AUM $23.5B
1-Year Est. Return 24.77%
This Quarter Est. Return
1 Year Est. Return
+24.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.1B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$217M
2
+$105M
3
+$82.9M
4
TTC icon
Toro Company
TTC
+$76.8M
5
MHK icon
Mohawk Industries
MHK
+$71.8M

Top Sells

1
+$268M
2
+$161M
3
+$88.4M
4
IDXX icon
Idexx Laboratories
IDXX
+$82.1M
5
GDDY icon
GoDaddy
GDDY
+$77.4M

Sector Composition

1 Technology 21.54%
2 Healthcare 19.33%
3 Consumer Discretionary 16.13%
4 Industrials 15.94%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17.6M 0.14%
1,637,148
-3,417
77
$16.2M 0.13%
340,190
-40,936
78
$12.8M 0.1%
+44,319
79
$12M 0.1%
193,255
-10,373
80
$11M 0.09%
+330,967
81
$9.65M 0.08%
91,020
+20,278
82
$9.38M 0.08%
153,756
-682,514
83
$7.77M 0.06%
47,437
+9,450
84
$6.74M 0.05%
+306,977
85
$5.59M 0.04%
101,991
-13,115
86
$4.68M 0.04%
35,357
-37,638
87
$3.47M 0.03%
12,798
+1,387
88
– –
-263,846
89
– –
-43,876
90
– –
-3,419,940
91
– –
-429,006
92
– –
0
93
– –
-58,741
94
– –
-55,400
95
– –
0
96
– –
0
1 2 3
4