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
$14.7B
AUM Growth
+$915M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$224M
2
+$220M
3
+$213M
4
STE icon
Steris
STE
+$186M
5
ULTA icon
Ulta Beauty
ULTA
+$110M

Top Sells

1
+$395M
2
+$171M
3
+$165M
4
RVTY icon
Revvity
RVTY
+$142M
5
IT icon
Gartner
IT
+$114M

Sector Composition

1 Technology 29.99%
2 Healthcare 13.07%
3 Industrials 12.71%
4 Consumer Discretionary 12.47%
5 Financials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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