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
$24.5B
AUM Growth
-$2.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$333M
2
+$220M
3
+$161M
4
CAE icon
CAE Inc
CAE
+$139M
5
SAIA icon
Saia
SAIA
+$137M

Top Sells

1
+$535M
2
+$311M
3
+$231M
4
CDW icon
CDW
CDW
+$225M
5
DAY icon
Dayforce
DAY
+$199M

Sector Composition

1 Industrials 27.05%
2 Technology 20.82%
3 Consumer Discretionary 16.47%
4 Financials 10.76%
5 Healthcare 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$43.6M 0.17%
328,354
+103,948
77
$40.4M 0.16%
2,313,419
-2,004,285
78
$38.6M 0.15%
669,370
-1,271,919
79
$36.9M 0.15%
124,774
-115,231
80
$36.4M 0.14%
298,853
-16,884
81
$35.4M 0.14%
154,281
-146,603
82
$30.9M 0.12%
189,703
+107,455
83
$29.7M 0.12%
330,678
-52,006
84
$29.4M 0.12%
+86,923
85
$28.5M 0.11%
80,371
-88,059
86
$25.6M 0.1%
42,676
-13,187
87
$24.2M 0.1%
262,809
+94,466
88
$23.1M 0.09%
48,845
-15,595
89
$21.8M 0.09%
751,188
-227,306
90
$20.9M 0.08%
46,794
-59,331
91
$20.1M 0.08%
+152,453
92
$18.4M 0.07%
137,839
-542,287
93
$16.2M 0.06%
442,284
-704,903
94
$14.9M 0.06%
+207,951
95
$14.5M 0.06%
153,309
-618,668
96
$11.9M 0.05%
+30,144
97
$11.9M 0.05%
523,114
-2,191,457
98
$11.7M 0.05%
+130,766
99
$9.62M 0.04%
688,064
-33,881
100
$6.19M 0.02%
278,515
+154,993
2 3
4
5 6