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
$14B
AUM Growth
-$756M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$216M
2
+$214M
3
+$202M
4
IDXX icon
Idexx Laboratories
IDXX
+$170M
5
ILMN icon
Illumina
ILMN
+$167M

Top Sells

1
+$343M
2
+$196M
3
+$170M
4
XRAY icon
Dentsply Sirona
XRAY
+$99.8M
5
BN icon
Brookfield
BN
+$84.2M

Sector Composition

1 Technology 31.4%
2 Consumer Discretionary 13.74%
3 Healthcare 13.58%
4 Industrials 11.33%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$18.4M 0.13%
+863,254
77
$17.1M 0.12%
+111,540
78
$17M 0.12%
876,571
-1,781,544
79
$16.6M 0.11%
106,129
-44,901
80
$15.5M 0.11%
654,106
-3,557,280
81
$14.7M 0.1%
+96,335
82
$13.8M 0.1%
+269,150
83
$13.7M 0.09%
2,155,091
+473,022
84
$12.8M 0.09%
76,991
-28,014
85
$12.3M 0.08%
1,713,840
+315,544
86
$12M 0.08%
74,436
+51,076
87
$10.1M 0.07%
63,943
-87,965
88
$10.1M 0.07%
+90,690
89
$9.32M 0.06%
130,134
-74,929
90
$9.28M 0.06%
194,263
-27,765
91
$9.16M 0.06%
40,843
-14,881
92
$8.38M 0.06%
+1,202,869
93
$8.36M 0.06%
+222,870
94
$7.09M 0.05%
1,699,532
+361,269
95
$6.93M 0.05%
+177,513
96
$5.26M 0.04%
16,530
-55,331
97
$4.36M 0.03%
+61,728
98
$3.38M 0.02%
+155,648
99
$2.62M 0.02%
+78,310
100
$1.38M 0.01%
110,525
-14,701
2 3
4
5 6