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
$27.4B
AUM Growth
+$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$279M
2
+$228M
3
+$194M
4
MORN icon
Morningstar
MORN
+$188M
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$178M

Top Sells

1
+$191M
2
+$177M
3
+$149M
4
ANSS
Ansys
ANSS
+$133M
5
RVTY icon
Revvity
RVTY
+$128M

Sector Composition

1 Technology 39.02%
2 Consumer Discretionary 14.97%
3 Financials 13.57%
4 Industrials 10.59%
5 Healthcare 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$52.1M 0.19%
1,915,921
+202,855
77
$51M 0.19%
473,521
-502,286
78
$48M 0.17%
203,634
+82,028
79
$46.7M 0.17%
234,748
+109,005
80
$45.8M 0.17%
973,941
+38,955
81
$43.7M 0.16%
+209,089
82
$43.6M 0.16%
+38,260
83
$42.1M 0.15%
297,310
+287,639
84
$41.9M 0.15%
+348,738
85
$38.2M 0.14%
845,456
+837,112
86
$32.8M 0.12%
511,967
+187,818
87
$32.5M 0.12%
+1,792,299
88
$31.9M 0.12%
423,386
-330,853
89
$30.4M 0.11%
445,201
+150,353
90
$30.1M 0.11%
648,500
+159,040
91
$29.9M 0.11%
199,629
-177,290
92
$27.2M 0.1%
93,414
-27,464
93
$24.7M 0.09%
+1,472,142
94
$24.7M 0.09%
+360,085
95
$20.1M 0.07%
+65,495
96
$19.7M 0.07%
71,492
-19,468
97
$19.7M 0.07%
98,394
+1,405
98
$19.2M 0.07%
+1,014,005
99
$18.7M 0.07%
414,295
+30,770
100
$17M 0.06%
228,362
-290,431
2 3
4
5 6