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
$27.7B
AUM Growth
+$570M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$377M
2
+$357M
3
+$261M
4
TRMB icon
Trimble
TRMB
+$167M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$132M

Top Sells

1
+$336M
2
+$276M
3
+$239M
4
PTC icon
PTC
PTC
+$215M
5
CLH icon
Clean Harbors
CLH
+$204M

Sector Composition

1 Industrials 23.69%
2 Technology 22.63%
3 Consumer Discretionary 16.94%
4 Financials 11.3%
5 Materials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$46.3M 0.16%
2,944,721
+1,246,185
77
$45.2M 0.16%
171,275
-144,772
78
$44.9M 0.16%
526,069
-1,368,007
79
$44.6M 0.16%
191,995
+42,661
80
$41.1M 0.15%
690,262
-506,488
81
$40.3M 0.14%
242,325
-180,579
82
$40.2M 0.14%
472,201
-32,058
83
$40M 0.14%
146,835
-84,339
84
$37.3M 0.13%
1,425,823
+291,309
85
$33M 0.12%
+522,897
86
$30M 0.11%
+324,248
87
$29.4M 0.1%
996,783
+543,662
88
$29.1M 0.1%
934,901
+13,557
89
$26.3M 0.09%
349,363
-208,883
90
$25.7M 0.09%
1,114,261
+205,794
91
$25.3M 0.09%
2,254,707
+351,935
92
$23.2M 0.08%
+623,367
93
$21.7M 0.08%
+215,782
94
$20.2M 0.07%
15,165
-1,537
95
$20.1M 0.07%
454,994
-407,182
96
$19.3M 0.07%
74,027
-8,282
97
$18.7M 0.07%
413,131
-119,729
98
$16.5M 0.06%
32,603
-36,584
99
$14M 0.05%
+180,185
100
$13.4M 0.05%
349,602
-83,859
2 3
4
5 6