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
$29.2B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$484M
2
+$434M
3
+$375M
4
TRU icon
TransUnion
TRU
+$269M
5
DAY icon
Dayforce
DAY
+$268M

Top Sells

1
+$555M
2
+$485M
3
+$251M
4
SCI icon
Service Corp International
SCI
+$232M
5
MTN icon
Vail Resorts
MTN
+$202M

Sector Composition

1 Technology 39.93%
2 Financials 14.2%
3 Consumer Discretionary 14.09%
4 Industrials 11.59%
5 Healthcare 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$50.2M 0.17%
+73,937
77
$48.8M 0.17%
2,212,754
+740,612
78
$48.5M 0.17%
779,188
-194,753
79
$45.6M 0.16%
1,050,471
-1,703,894
80
$43.4M 0.15%
598,116
+152,915
81
$38.8M 0.13%
927,738
+761,418
82
$36.1M 0.12%
643,640
+131,673
83
$35.8M 0.12%
+163,229
84
$35.7M 0.12%
979,132
+564,837
85
$30.4M 0.1%
1,186,782
-729,139
86
$28.9M 0.1%
1,806,971
+792,966
87
$28.5M 0.1%
224,486
-124,252
88
$28.1M 0.1%
+101,999
89
$26M 0.09%
71,118
+5,623
90
$25.8M 0.09%
156,095
-141,215
91
$25.3M 0.09%
1,772,720
+675,572
92
$25.3M 0.09%
79,419
-13,995
93
$23.1M 0.08%
624,158
+161,735
94
$22.8M 0.08%
157,190
-864,460
95
$19.5M 0.07%
2,014,913
+1,626,898
96
$17.8M 0.06%
815,413
+184,107
97
$17.4M 0.06%
88,172
-10,222
98
$16.6M 0.06%
103,241
-96,388
99
$14.6M 0.05%
12,333
-25,927
100
$13.3M 0.05%
77,340
+2,280
2 3
4
5 6