Select Equity Group

Select Equity Group Portfolio holdings

AUM $21.5B
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$26.8B
AUM Growth
-$3.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$433M
2
+$314M
3
+$313M
4
RVTY icon
Revvity
RVTY
+$251M
5
TECH icon
Bio-Techne
TECH
+$234M

Top Sells

1
+$358M
2
+$270M
3
+$200M
4
CLVT icon
Clarivate
CLVT
+$166M
5
BFAM icon
Bright Horizons
BFAM
+$149M

Sector Composition

1 Technology 33.75%
2 Financials 15.21%
3 Healthcare 13.43%
4 Industrials 12.86%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$60.7M 0.23%
459,459
+236,576
77
$58.7M 0.22%
160,346
+33,218
78
$56.4M 0.21%
219,574
+6,164
79
$54.7M 0.2%
+200,992
80
$45.8M 0.17%
266,446
+55,954
81
$43.4M 0.16%
+2,440,507
82
$38.2M 0.14%
5,324,062
+320,785
83
$37.5M 0.14%
771,760
+229,840
84
$31.8M 0.12%
1,575,080
+854,146
85
$29M 0.11%
1,771,233
-599,623
86
$28.2M 0.11%
491,936
+110,785
87
$27.5M 0.1%
5,065,885
+2,487,109
88
$27.4M 0.1%
454,338
-5,908,287
89
$27.3M 0.1%
+1,330,912
90
$27.1M 0.1%
699,691
+14,774
91
$20.7M 0.08%
326,551
+107,708
92
$20.1M 0.08%
2,481,711
-21,304
93
$18M 0.07%
353,805
-100,674
94
$16.5M 0.06%
+117,480
95
$16M 0.06%
418,087
-95,249
96
$15.3M 0.06%
+88,904
97
$11.5M 0.04%
285,615
+35,504
98
$11.4M 0.04%
121,032
-1,884
99
$9.84M 0.04%
991,953
-10,079
100
$9.8M 0.04%
391,281
+177,887
2 3
4
5 6