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
$14.7B
AUM Growth
+$915M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$224M
2
+$220M
3
+$213M
4
STE icon
Steris
STE
+$186M
5
ULTA icon
Ulta Beauty
ULTA
+$110M

Top Sells

1
+$395M
2
+$171M
3
+$165M
4
RVTY icon
Revvity
RVTY
+$142M
5
IT icon
Gartner
IT
+$114M

Sector Composition

1 Technology 29.99%
2 Healthcare 13.07%
3 Industrials 12.71%
4 Consumer Discretionary 12.47%
5 Financials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17.8M 0.11%
176,547
-12,669
77
$17.5M 0.11%
205,063
-255,703
78
$17.3M 0.11%
182,574
+2,385
79
$16.8M 0.11%
1,398,296
-120,254
80
$15M 0.09%
215,986
-23,785
81
$14.8M 0.09%
55,724
-15,446
82
$13M 0.08%
770,151
+599,844
83
$12.9M 0.08%
222,028
+8,490
84
$10.3M 0.06%
144,540
-810,861
85
$10.2M 0.06%
143,584
-260,055
86
$6.67M 0.04%
+72,096
87
$4.39M 0.03%
23,360
+426
88
$4.02M 0.03%
381,415
+21,519
89
$3.32M 0.02%
+133,721
90
$2.38M 0.02%
125,226
+8,942
91
$778K ﹤0.01%
+2,072
92
$417K ﹤0.01%
+2,564
93
$370K ﹤0.01%
+3,418
94
– –
-275,039
95
– –
-2,061,141
96
– –
-94,550
97
– –
0
98
– –
0
99
– –
0
100
– –
-31,162
1 2 3
4
5