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
$10.7B
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$125M
3
+$101M
4
XRAY icon
Dentsply Sirona
XRAY
+$89M
5
IDXX icon
Idexx Laboratories
IDXX
+$68.6M

Top Sells

1
+$212M
2
+$203M
3
+$87.6M
4
MPC icon
Marathon Petroleum
MPC
+$64.3M
5
CAB
Cabela's Inc
CAB
+$49.2M

Sector Composition

1 Consumer Discretionary 21.8%
2 Industrials 20.19%
3 Healthcare 16.86%
4 Technology 9.35%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-96,093
102
– –
-89,404
103
– –
-838,402
104
– –
0
105
– –
0
106
– –
-840,199
107
– –
-367,456
108
– –
-318,639
109
– –
-756,738
110
– –
-116,951
111
– –
-159,924
112
– –
-2,258,955
1 2 3 4
5