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
$26.8B
AUM Growth
-$3.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$373M
2
+$273M
3
+$266M
4
RVTY icon
Revvity
RVTY
+$239M
5
TECH icon
Bio-Techne
TECH
+$216M

Top Sells

1
+$357M
2
+$244M
3
+$200M
4
CLVT icon
Clarivate
CLVT
+$153M
5
RGEN icon
Repligen
RGEN
+$152M

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 0.19%
459,459
+236,576
77
$58.7M 0.19%
160,346
+33,218
78
$56.4M 0.18%
219,574
+6,164
79
$54.7M 0.18%
+200,992
80
$45.8M 0.15%
266,446
+55,954
81
$43.4M 0.14%
+2,440,507
82
$38.2M 0.12%
5,324,062
+320,785
83
$37.5M 0.12%
771,760
+229,840
84
$31.8M 0.1%
1,575,080
+854,146
85
$29M 0.09%
1,771,233
-599,623
86
$28.2M 0.09%
491,936
+110,785
87
$27.5M 0.09%
5,065,885
+2,487,109
88
$27.4M 0.09%
454,338
-5,908,287
89
$27.3M 0.09%
+1,330,912
90
$27.1M 0.09%
699,691
+14,774
91
$20.7M 0.07%
326,551
+107,708
92
$20.1M 0.06%
2,481,711
-21,304
93
$18M 0.06%
353,805
-100,674
94
$16.5M 0.05%
+117,480
95
$16M 0.05%
418,087
-95,249
96
$15.3M 0.05%
+88,904
97
$11.5M 0.04%
285,615
+35,504
98
$11.4M 0.04%
121,032
-1,884
99
$9.84M 0.03%
991,953
-10,079
100
$9.8M 0.03%
391,281
+177,887
2 3
4
5 6