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
$29.8B
AUM Growth
+$535M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$313M
2
+$306M
3
+$238M
4
CNM icon
Core & Main
CNM
+$215M
5
MRVI icon
Maravai LifeSciences
MRVI
+$210M

Top Sells

1
+$232M
2
+$168M
3
+$147M
4
CDW icon
CDW
CDW
+$127M
5
GDDY icon
GoDaddy
GDDY
+$112M

Sector Composition

1 Technology 42.05%
2 Financials 14.87%
3 Consumer Discretionary 11.74%
4 Healthcare 11.58%
5 Industrials 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$47.5M 0.16%
1,345,324
-2,743,946
77
$42.8M 0.14%
1,073,703
+869,673
78
$41.1M 0.14%
343,234
-332,763
79
$40.5M 0.14%
+1,918,724
80
$39.8M 0.13%
1,065,714
+86,582
81
$39.3M 0.13%
139,518
-47,583
82
$39.1M 0.13%
634,492
-144,696
83
$38.7M 0.13%
725,516
+81,876
84
$38.1M 0.13%
642,577
+44,461
85
$36.2M 0.12%
372,032
-336,883
86
$35.4M 0.12%
+610,603
87
$35.4M 0.12%
2,424,475
+617,504
88
$34.3M 0.12%
101,102
-60,509
89
$33.1M 0.11%
465,615
+446,272
90
$31.7M 0.11%
848,285
+224,127
91
$31M 0.1%
76,598
+5,480
92
$28.2M 0.09%
359,491
-595,437
93
$28.1M 0.09%
1,474,987
+824,987
94
$26.3M 0.09%
515,932
-1,015,325
95
$26.1M 0.09%
115,627
+13,628
96
$25.7M 0.09%
2,042,857
+270,137
97
$24.7M 0.08%
172,692
-51,794
98
$24.2M 0.08%
2,427,421
+412,508
99
$23.1M 0.08%
76,883
-2,536
100
$22.9M 0.08%
933,953
-2,236,723
2 3
4
5 6