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
$24.3B
AUM Growth
+$4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$385M
2
+$333M
3
+$256M
4
TSCO icon
Tractor Supply
TSCO
+$178M
5
PAYX icon
Paychex
PAYX
+$167M

Top Sells

1
+$412M
2
+$252M
3
+$248M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$233M
5
ULTA icon
Ulta Beauty
ULTA
+$170M

Sector Composition

1 Technology 39.24%
2 Consumer Discretionary 14.01%
3 Financials 11.99%
4 Healthcare 11.82%
5 Industrials 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.17M ﹤0.01%
+9,671
102
$1.04M ﹤0.01%
3,818
+2,383
103
$840K ﹤0.01%
17,427
-28,299
104
$793K ﹤0.01%
10,050
+1,239
105
$764K ﹤0.01%
185,500
-527,255
106
$698K ﹤0.01%
35,367
+8,004
107
$615K ﹤0.01%
17,642
+1,872
108
$609K ﹤0.01%
10,710
+2,220
109
$586K ﹤0.01%
2,930
+172
110
$528K ﹤0.01%
4,866
-1,403
111
$413K ﹤0.01%
+15,278
112
$410K ﹤0.01%
15,601
-11,930
113
$397K ﹤0.01%
29,116
+14,009
114
$389K ﹤0.01%
7,163
-689,092
115
$389K ﹤0.01%
14,259
-3,597
116
$364K ﹤0.01%
6,260
-1,228
117
$361K ﹤0.01%
8,344
-1,588
118
$353K ﹤0.01%
2,830
+210
119
$335K ﹤0.01%
7,039
+2,100
120
$321K ﹤0.01%
3,416
-1,142
121
$319K ﹤0.01%
8,299
-872
122
$306K ﹤0.01%
+10,235
123
$305K ﹤0.01%
+8,561
124
$300K ﹤0.01%
7,950
-52
125
$299K ﹤0.01%
1,946
-414
3 4
5
6 7