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
$25.7B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$278M
2
+$199M
3
+$186M
4
SGI
Somnigroup International
SGI
+$143M
5
RVTY icon
Revvity
RVTY
+$143M

Top Sells

1
+$444M
2
+$199M
3
+$194M
4
IBKR icon
Interactive Brokers
IBKR
+$177M
5
ENTG icon
Entegris
ENTG
+$146M

Sector Composition

1 Technology 29.19%
2 Industrials 15.6%
3 Healthcare 14.94%
4 Consumer Discretionary 14.02%
5 Financials 13.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$47.2M 0.18%
+841,793
77
$46.1M 0.17%
1,820,442
-136,217
78
$44.8M 0.17%
320,910
+61,818
79
$44.6M 0.17%
+189,548
80
$44.4M 0.17%
30,747
+4,615
81
$43.6M 0.16%
426,314
+108,013
82
$43.3M 0.16%
1,361,204
+166,359
83
$42.8M 0.16%
542,394
+150,887
84
$39.9M 0.15%
102,747
+90,335
85
$38.5M 0.14%
+720,223
86
$36.8M 0.14%
663,134
-265,902
87
$36.7M 0.14%
403,255
-305,681
88
$36.1M 0.14%
2,524,793
-13,926,045
89
$35M 0.13%
5,630,269
-497,742
90
$32M 0.12%
+191,509
91
$31.4M 0.12%
546,070
-38,838
92
$29.7M 0.11%
125,224
-83,641
93
$29.6M 0.11%
+566,137
94
$27.9M 0.11%
111,887
+73,091
95
$16.3M 0.06%
+150,130
96
$16.3M 0.06%
+2,154,670
97
$14.1M 0.05%
50,636
-7,958
98
$13.9M 0.05%
179,250
-116,081
99
$13.8M 0.05%
22,985
-26,744
100
$13M 0.05%
796,348
-470,855
2 3
4
5 6