Select Equity Group

Select Equity Group Portfolio holdings

AUM $23.4B
1-Year Est. Return 17.85%
This Quarter Est. Return
1 Year Est. Return
+17.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.3B
AUM Growth
+$4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$385M
2
+$333M
3
+$256M
4
TSCO icon
Tractor Supply
TSCO
+$178M
5
PAYX icon
Paychex
PAYX
+$167M

Top Sells

1
+$412M
2
+$252M
3
+$248M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$233M
5
ULTA icon
Ulta Beauty
ULTA
+$170M

Sector Composition

1 Technology 39.24%
2 Consumer Discretionary 14.01%
3 Financials 11.99%
4 Healthcare 11.82%
5 Industrials 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$32.3M 0.13%
+210,147
77
$32.2M 0.13%
120,878
-229,460
78
$28.3M 0.12%
242,133
-33,446
79
$27.5M 0.11%
117,551
-427,161
80
$27.2M 0.11%
125,743
+41,931
81
$27M 0.11%
121,606
-18,152
82
$23.8M 0.1%
90,960
-23,824
83
$23.2M 0.1%
703,817
-62,001
84
$22.4M 0.09%
294,848
+44,848
85
$21.4M 0.09%
489,460
+189,460
86
$20.1M 0.08%
+96,989
87
$19.4M 0.08%
+706,729
88
$18.9M 0.08%
431,793
-979,035
89
$17.1M 0.07%
+608,491
90
$16.9M 0.07%
+1,282,372
91
$16.5M 0.07%
383,525
-30,115
92
$16.1M 0.07%
324,149
+274,149
93
$13.9M 0.06%
1,006,738
+606,738
94
$13M 0.05%
+18,233
95
$12.3M 0.05%
56,274
+14,797
96
$6.97M 0.03%
16,610
-11,603
97
$6.31M 0.03%
59,561
-90,439
98
$1.98M 0.01%
746,567
-1,778,281
99
$1.36M 0.01%
8,380
+6,320
100
$1.18M ﹤0.01%
4,059
+3,252
2 3
4
5 6