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
$27.1B
AUM Growth
+$2.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.13B
2
+$182M
3
+$138M
4
ITT icon
ITT
ITT
+$98.8M
5
PWR icon
Quanta Services
PWR
+$96.5M

Top Sells

1
+$285M
2
+$184M
3
+$176M
4
MSA icon
Mine Safety
MSA
+$136M
5
IBKR icon
Interactive Brokers
IBKR
+$125M

Sector Composition

1 Technology 25.19%
2 Industrials 19.64%
3 Consumer Discretionary 17.69%
4 Healthcare 11.12%
5 Financials 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$48.7M 0.17%
483,142
-34,694
77
$46.7M 0.17%
1,134,514
+756,189
78
$45.3M 0.16%
30,071
+12,369
79
$44.6M 0.16%
396,742
-116,384
80
$44.1M 0.16%
+534,420
81
$43.3M 0.15%
862,176
-274,699
82
$43M 0.15%
1,698,536
+659,463
83
$42.6M 0.15%
504,259
+286,080
84
$41.4M 0.15%
+539,721
85
$41.3M 0.15%
69,187
-50,499
86
$41.2M 0.15%
+895,352
87
$39.8M 0.14%
558,246
+96,455
88
$38.1M 0.14%
+557,062
89
$37.3M 0.13%
257,781
+4,835
90
$33.8M 0.12%
921,344
-14,630
91
$29M 0.1%
149,334
-276,693
92
$23.7M 0.08%
37,846
-103,924
93
$22.8M 0.08%
2,220,268
+1,890,107
94
$21.9M 0.08%
908,467
+544,880
95
$21M 0.07%
29,739
-43,583
96
$20.8M 0.07%
480,333
+49,748
97
$20.3M 0.07%
16,702
-12,694
98
$20.1M 0.07%
968,088
-6,012,588
99
$20M 0.07%
82,309
-79,011
100
$19.7M 0.07%
453,121
+287,848
2 3
4
5 6