Select Equity Group

Select Equity Group Portfolio holdings

AUM $21.5B
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.5B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$272M
2
+$192M
3
+$138M
4
PWR icon
Quanta Services
PWR
+$134M
5
ALC icon
Alcon
ALC
+$115M

Top Sells

1
+$231M
2
+$171M
3
+$169M
4
SAIA icon
Saia
SAIA
+$168M
5
DAY
Dayforce
DAY
+$165M

Sector Composition

1 Industrials 23.68%
2 Technology 22.8%
3 Consumer Discretionary 16.91%
4 Healthcare 11.02%
5 Financials 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$43.6M 0.19%
266,740
-17,784
77
$37.2M 0.16%
+180,805
78
$35.5M 0.15%
356,190
+16,404
79
$35.5M 0.15%
455,471
-34,084
80
$35.2M 0.15%
1,050,244
+136,269
81
$32.1M 0.14%
17,872
-10,127
82
$30.2M 0.13%
1,001,350
+114,182
83
$30.2M 0.13%
59,177
-39,879
84
$28.9M 0.12%
1,418,757
+59,786
85
$27.1M 0.12%
51,486
-25,793
86
$26.9M 0.11%
53,574
+10,457
87
$26.8M 0.11%
231,994
+26,199
88
$26.2M 0.11%
175,921
-139,275
89
$25.8M 0.11%
+143,092
90
$25.1M 0.11%
393,283
-59,560
91
$24.6M 0.1%
42,582
+3,991
92
$23.7M 0.1%
+488,046
93
$21.2M 0.09%
617,542
+271,760
94
$21.2M 0.09%
520,325
-1,100,240
95
$19.8M 0.08%
471,918
-1,062,776
96
$17.4M 0.07%
576,253
+50,227
97
$17.2M 0.07%
+345,508
98
$16.7M 0.07%
+84,555
99
$15.5M 0.07%
485,365
+38,028
100
$14.2M 0.06%
44,649
-36,028
2 3
4
5 6