Select Equity Group

Select Equity Group Portfolio holdings

AUM $23.5B
1-Year Est. Return 24.77%
This Quarter Est. Return
1 Year Est. Return
+24.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.8B
AUM Growth
-$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$94.6M
2
+$90.8M
3
+$79.2M
4
XRAY icon
Dentsply Sirona
XRAY
+$72.6M
5
CVET
Covetrus, Inc. Common Stock
CVET
+$72.4M

Top Sells

1
+$298M
2
+$208M
3
+$168M
4
SCI icon
Service Corp International
SCI
+$157M
5
CINF icon
Cincinnati Financial
CINF
+$127M

Sector Composition

1 Technology 26.47%
2 Healthcare 18.92%
3 Industrials 15.11%
4 Consumer Discretionary 10.35%
5 Financials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
0
102
– –
0
103
– –
0
104
– –
0
105
– –
0
106
– –
0
107
– –
-14,765
108
– –
-137,081
1 2 3 4
5