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
$17.2B
AUM Growth
+$3.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$284M
3
+$283M
4
TSCO icon
Tractor Supply
TSCO
+$263M
5
PYPL icon
PayPal
PYPL
+$254M

Top Sells

1
+$286M
2
+$248M
3
+$222M
4
LYV icon
Live Nation Entertainment
LYV
+$198M
5
TRMB icon
Trimble
TRMB
+$146M

Sector Composition

1 Technology 36.5%
2 Consumer Discretionary 13.03%
3 Healthcare 11.93%
4 Financials 11.24%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$22.2M 0.13%
+482,865
77
$21.9M 0.13%
315,096
-504,781
78
$21.8M 0.13%
268,259
-111,603
79
$21M 0.12%
+241,811
80
$20M 0.11%
83,543
-22,586
81
$19.4M 0.11%
249,804
-2,852,119
82
$19.1M 0.11%
+673,629
83
$18.3M 0.11%
+449,547
84
$17.1M 0.1%
388,852
-1,569,543
85
$15.4M 0.09%
397,780
+319,470
86
$13.8M 0.08%
276,315
-749,604
87
$13.5M 0.08%
43,155
-90,163
88
$13.3M 0.08%
1,727,696
+28,164
89
$13.1M 0.08%
196,904
-924,972
90
$12.3M 0.07%
+54,003
91
$10.5M 0.06%
54,239
-20,197
92
$9.78M 0.06%
700,975
-5,761,484
93
$9.44M 0.05%
+200,000
94
$9.32M 0.05%
+4,000,000
95
$9.12M 0.05%
+100,000
96
$8.95M 0.05%
+70,000
97
$8.88M 0.05%
+150,000
98
$8.29M 0.05%
+75,000
99
$8.17M 0.05%
+1,340,845
100
$7.89M 0.05%
+250,000
2 3
4
5 6