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
$33.7B
AUM Growth
+$3.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$425M
2
+$353M
3
+$334M
4
FAST icon
Fastenal
FAST
+$319M
5
TDG icon
TransDigm Group
TDG
+$259M

Top Sells

1
+$398M
2
+$261M
3
+$256M
4
ULTA icon
Ulta Beauty
ULTA
+$204M
5
GDDY icon
GoDaddy
GDDY
+$199M

Sector Composition

1 Technology 38.14%
2 Financials 16.72%
3 Industrials 11.48%
4 Healthcare 11.15%
5 Consumer Discretionary 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$58.4M 0.16%
877,010
-1,190,760
77
$55.8M 0.15%
165,959
+26,441
78
$52.6M 0.14%
433,713
-57,328
79
$49.9M 0.14%
1,208,248
+134,545
80
$49.2M 0.13%
1,533,350
-288,582
81
$47.9M 0.13%
701,077
+58,500
82
$41.8M 0.11%
104,190
-79,148
83
$41.5M 0.11%
+914,208
84
$40.6M 0.11%
1,134,275
+1,061,850
85
$40.2M 0.11%
770,927
+207,094
86
$39.9M 0.11%
983,399
+135,114
87
$39.7M 0.11%
+270,041
88
$39.5M 0.11%
864,140
-201,574
89
$37.9M 0.1%
2,427,145
+2,670
90
$37.6M 0.1%
276,155
-105,416
91
$36.9M 0.1%
94,230
+17,632
92
$34.1M 0.09%
661,419
-64,097
93
$33.7M 0.09%
+963,628
94
$33.1M 0.09%
3,307,902
+880,481
95
$29.6M 0.08%
1,121,160
-1,818,705
96
$28.8M 0.08%
1,514,375
+39,388
97
$28M 0.08%
67,610
+3,484
98
$28M 0.08%
75,087
-81,970
99
$27.6M 0.08%
117,722
+2,095
100
$27.5M 0.08%
+539,072
2 3
4
5 6