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
$12.9B
AUM Growth
+$819M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$173M
2
+$149M
3
+$114M
4
MLM icon
Martin Marietta Materials
MLM
+$109M
5
FRC
First Republic Bank
FRC
+$88.9M

Top Sells

1
+$324M
2
+$263M
3
+$232M
4
BFAM icon
Bright Horizons
BFAM
+$110M
5
RVTY icon
Revvity
RVTY
+$82.2M

Sector Composition

1 Technology 23.55%
2 Healthcare 20.32%
3 Industrials 15.56%
4 Consumer Discretionary 14.59%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,077,236
102
– –
-993,644
103
– –
-279,134
104
– –
-375,520
105
– –
-101,991
1 2 3 4
5