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
$26.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$220M
2
+$219M
3
+$205M
4
RVTY icon
Revvity
RVTY
+$169M
5
TMO icon
Thermo Fisher Scientific
TMO
+$141M

Top Sells

1
+$241M
2
+$154M
3
+$146M
4
INTU icon
Intuit
INTU
+$139M
5
SCI icon
Service Corp International
SCI
+$132M

Sector Composition

1 Technology 28.67%
2 Industrials 18.33%
3 Consumer Discretionary 16.32%
4 Healthcare 13.24%
5 Financials 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$59.4M 0.22%
290,432
-24,500
77
$58.4M 0.22%
103,862
+2,260
78
$57.9M 0.22%
561,576
+89,824
79
$55.9M 0.21%
849,373
-2,214,530
80
$55.4M 0.21%
+375,183
81
$54.8M 0.2%
1,425,298
+1,223,375
82
$50.8M 0.19%
426,523
-37,477
83
$50.7M 0.19%
133,836
-23,722
84
$47.6M 0.18%
6,598,066
-108,054
85
$40.4M 0.15%
790,361
+3,942
86
$39.6M 0.15%
2,231,182
-1,214,271
87
$39.5M 0.15%
98,529
-53,843
88
$39.4M 0.15%
94,523
-232,782
89
$38.3M 0.14%
+318,314
90
$38.1M 0.14%
+100,580
91
$34.9M 0.13%
+105,366
92
$33.3M 0.12%
782,223
+222,507
93
$33.1M 0.12%
528,766
-1,166
94
$32.6M 0.12%
+547,335
95
$30.5M 0.11%
+1,549,184
96
$29.6M 0.11%
612,840
-12,668
97
$29.4M 0.11%
330,100
-235,228
98
$28.3M 0.11%
+174,788
99
$27.7M 0.1%
+476,583
100
$27.1M 0.1%
1,646,245
-6,176,149
2 3
4
5 6