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
$14B
AUM Growth
-$756M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$216M
2
+$214M
3
+$202M
4
IDXX icon
Idexx Laboratories
IDXX
+$170M
5
ILMN icon
Illumina
ILMN
+$167M

Top Sells

1
+$343M
2
+$196M
3
+$170M
4
XRAY icon
Dentsply Sirona
XRAY
+$99.8M
5
BN icon
Brookfield
BN
+$84.2M

Sector Composition

1 Technology 31.4%
2 Consumer Discretionary 13.74%
3 Healthcare 13.58%
4 Industrials 11.33%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$618K ﹤0.01%
+6,340
102
$519K ﹤0.01%
+2,883
103
$395K ﹤0.01%
2,745
+181
104
– –
-144,540
105
– –
-133,721
106
– –
-1,452,751
107
– –
-381,415
108
– –
0
109
– –
-72,096
110
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-182,574
111
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0
112
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-1,520,610
113
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-2,072
114
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-54,398
115
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-666,202
116
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0
117
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-176,547
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-770,151
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-3,418
120
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0
121
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0
122
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0
123
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0
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0
125
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0
2 3 4
5
6