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
$24.2B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$168M
3
+$116M
4
ONON icon
On Holding
ONON
+$111M
5
ITT icon
ITT
ITT
+$101M

Top Sells

1
+$209M
2
+$183M
3
+$158M
4
POOL icon
Pool Corp
POOL
+$143M
5
ANSS
Ansys
ANSS
+$142M

Sector Composition

1 Technology 28.28%
2 Industrials 18.29%
3 Consumer Discretionary 16.86%
4 Financials 12.92%
5 Healthcare 12.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$45.8M 0.19%
2,979,008
-82,688
77
$41M 0.17%
73,322
-30,540
78
$40.9M 0.17%
9,007,862
-4,674,224
79
$40.4M 0.17%
1,136,875
+679,392
80
$40.2M 0.16%
517,836
-10,930
81
$36.4M 0.15%
935,974
+153,751
82
$33.5M 0.14%
798,471
+8,110
83
$33.4M 0.14%
161,320
-129,112
84
$33.1M 0.14%
1,174,260
-374,924
85
$32.6M 0.13%
29,396
+13,041
86
$31.4M 0.13%
81,460
-52,376
87
$31.1M 0.13%
80,511
-14,012
88
$29.6M 0.12%
80,976
-17,553
89
$29M 0.12%
1,039,073
+254,038
90
$28.1M 0.12%
252,946
-173,577
91
$28M 0.11%
1,023,348
-3,519,070
92
$27.9M 0.11%
+192,781
93
$26.7M 0.11%
2,226,477
-4,705
94
$26.5M 0.11%
+17,702
95
$25.3M 0.1%
+461,791
96
$24.7M 0.1%
5,267,199
-1,330,867
97
$22.2M 0.09%
407,831
-205,009
98
$20.9M 0.09%
+939,768
99
$20.7M 0.08%
57,626
-42,954
100
$20.5M 0.08%
3,271,030
+140,273
2 3
4
5 6