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
$24.1B
AUM Growth
-$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$185M
3
+$162M
4
MIDD icon
Middleby
MIDD
+$144M
5
SCI icon
Service Corp International
SCI
+$137M

Top Sells

1
+$448M
2
+$277M
3
+$256M
4
FAST icon
Fastenal
FAST
+$232M
5
WMS icon
Advanced Drainage Systems
WMS
+$189M

Sector Composition

1 Technology 32.11%
2 Financials 13.89%
3 Healthcare 13.85%
4 Industrials 13.83%
5 Consumer Discretionary 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$40.6M 0.14%
174,485
-45,089
77
$34.5M 0.12%
584,908
-1,290,180
78
$34.4M 0.12%
+891,967
79
$33.9M 0.12%
+1,194,845
80
$33.8M 0.12%
391,507
+270,475
81
$32.7M 0.11%
+211,322
82
$31.2M 0.11%
+467,552
83
$29.4M 0.1%
+259,092
84
$29M 0.1%
+318,301
85
$28.3M 0.1%
+26,132
86
$25.6M 0.09%
1,295,212
-35,700
87
$25M 0.09%
1,267,203
-504,030
88
$24.8M 0.09%
829,070
-599,040
89
$21M 0.07%
203,359
-123,192
90
$20.6M 0.07%
295,331
-159,007
91
$20.5M 0.07%
+49,729
92
$19.6M 0.07%
132,333
+43,429
93
$19M 0.07%
1,232,679
-342,401
94
$18.6M 0.07%
+216,662
95
$18.3M 0.06%
+204,486
96
$18.1M 0.06%
+193,871
97
$18M 0.06%
305,742
+300,657
98
$17.6M 0.06%
395,790
-375,970
99
$17.3M 0.06%
689,231
-10,460
100
$17.1M 0.06%
13,099
-46,923
2 3
4
5 6