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
$22.4B
AUM Growth
-$2.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$395M
2
+$358M
3
+$268M
4
IDXX icon
Idexx Laboratories
IDXX
+$195M
5
BJ icon
BJs Wholesale Club
BJ
+$184M

Top Sells

1
+$348M
2
+$266M
3
+$228M
4
BN icon
Brookfield
BN
+$223M
5
SGI
Somnigroup International
SGI
+$218M

Sector Composition

1 Industrials 25.54%
2 Technology 22.28%
3 Consumer Discretionary 16.3%
4 Healthcare 10.59%
5 Financials 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$39.3M 0.17%
77,279
-20,295
77
$38.8M 0.17%
+1,936,610
78
$37.2M 0.16%
303,831
-67,169
79
$34.2M 0.15%
+368,860
80
$34.1M 0.15%
59,134
-27,554
81
$33.2M 0.14%
2,292,236
-21,183
82
$33.1M 0.14%
290,524
-8,329
83
$30M 0.13%
339,786
+11,432
84
$28.5M 0.12%
+340,655
85
$27.4M 0.12%
+507,081
86
$27.2M 0.12%
80,677
+67,648
87
$26.6M 0.11%
913,975
+471,691
88
$24.7M 0.11%
452,843
+380,356
89
$24.2M 0.1%
887,168
+135,980
90
$22.9M 0.1%
205,795
+177,093
91
$22.8M 0.1%
1,358,971
-866,598
92
$21.8M 0.09%
38,591
-4,085
93
$20.2M 0.09%
36,688
-10,106
94
$20.1M 0.09%
43,117
-5,728
95
$19M 0.08%
+32,687
96
$14.9M 0.06%
+234,133
97
$13.8M 0.06%
526,026
+460,827
98
$13.8M 0.06%
37,603
-217,476
99
$13.2M 0.06%
447,337
+393,218
100
$12.7M 0.05%
1,070,774
+932,624
2 3
4
5 6