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
$17.2B
AUM Growth
+$3.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$284M
3
+$283M
4
TSCO icon
Tractor Supply
TSCO
+$263M
5
PYPL icon
PayPal
PYPL
+$254M

Top Sells

1
+$286M
2
+$248M
3
+$222M
4
LYV icon
Live Nation Entertainment
LYV
+$198M
5
TRMB icon
Trimble
TRMB
+$146M

Sector Composition

1 Technology 36.5%
2 Consumer Discretionary 13.03%
3 Healthcare 11.93%
4 Financials 11.24%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.01M 0.04%
+200,000
102
$6.9M 0.04%
+200,000
103
$6.27M 0.04%
+6,792
104
$5.31M 0.03%
174,951
+19,303
105
$4.78M 0.03%
10,981
-5,549
106
$4.74M 0.03%
+400,000
107
$4.13M 0.02%
+75,000
108
$3.53M 0.02%
53,428
-1,275,272
109
$3.25M 0.02%
+113,026
110
$3.23M 0.02%
+110,121
111
$2.99M 0.02%
+50,000
112
$2.45M 0.01%
355,412
-1,358,428
113
$2.41M 0.01%
+712,755
114
$2M 0.01%
138,038
+27,513
115
$1.84M 0.01%
+77,295
116
$1.55M 0.01%
+83,468
117
$1.45M 0.01%
+4,482
118
$1.14M 0.01%
+137,273
119
$899K 0.01%
6,520
+180
120
$598K ﹤0.01%
3,190
+445
121
$568K ﹤0.01%
2,747
-136
122
$444K ﹤0.01%
+2,863
123
$418K ﹤0.01%
1,840
-75,151
124
$411K ﹤0.01%
+5,471
125
$321K ﹤0.01%
+13,032
3 4
5
6 7