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
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1 +$197M
2 +$177M
3 +$171M
4
GOOS
Canada Goose Holdings
GOOS
+$155M
5
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$119M

Top Sells

1 +$360M
2 +$224M
3 +$177M
4
CVET
Covetrus, Inc. Common Stock
CVET
+$136M
5
XRAY icon
Dentsply Sirona
XRAY
+$128M

Sector Composition

1 Technology 27.57%
2 Healthcare 14.88%
3 Industrials 14.61%
4 Consumer Discretionary 11.97%
5 Financials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
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0
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0
104
0
105
0
106
-70,611
107
-1,145,402
108
0
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-5,562,020
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-2,938,467
115
-195,628