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
$13.8B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$197M
2
+$177M
3
+$171M
4
GOOS
Canada Goose Holdings
GOOS
+$155M
5
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$119M

Top Sells

1
+$360M
2
+$224M
3
+$177M
4
CVET
Covetrus, Inc. Common Stock
CVET
+$136M
5
XRAY icon
Dentsply Sirona
XRAY
+$128M

Sector Composition

1 Technology 27.57%
2 Healthcare 14.88%
3 Industrials 14.61%
4 Consumer Discretionary 11.97%
5 Financials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$19.2M 0.13%
189,216
-19,348
77
$19M 0.13%
1,508,048
-693,040
78
$18.1M 0.12%
+122,845
79
$17.9M 0.12%
100,386
+36,730
80
$17.7M 0.12%
1,518,550
+631,500
81
$17.6M 0.12%
71,170
-47,030
82
$16.5M 0.11%
180,189
-4,425
83
$14.9M 0.1%
384,264
-26,353
84
$13.6M 0.09%
239,771
-376,803
85
$13.5M 0.09%
805,613
+724,418
86
$12.9M 0.09%
+92,803
87
$9.93M 0.07%
213,538
+188,071
88
$9.64M 0.07%
12,085
-4,501
89
$8.58M 0.06%
7,944
-6,859
90
$8.47M 0.06%
31,162
-30,076
91
$4.75M 0.03%
168,922
-285,893
92
$3.94M 0.03%
22,934
-33,609
93
$3.54M 0.02%
94,550
-399,244
94
$3.5M 0.02%
359,896
+283,548
95
$2.64M 0.02%
+170,307
96
$2.1M 0.01%
116,284
-385,978
97
– –
-506,172
98
– –
0
99
– –
0
100
– –
0
1 2 3
4
5