Select Equity Group

Select Equity Group Portfolio holdings

AUM $21.5B
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.4B
AUM Growth
+$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1 +$289M
2 +$221M
3 +$195M
4
TDY icon
Teledyne Technologies
TDY
+$181M
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$168M

Top Sells

1 +$239M
2 +$169M
3 +$151M
4
RVTY icon
Revvity
RVTY
+$138M
5
ANSS
Ansys
ANSS
+$133M

Sector Composition

1 Technology 39.02%
2 Consumer Discretionary 14.97%
3 Financials 13.57%
4 Industrials 10.59%
5 Healthcare 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$16.4M 0.06%
462,423
-241,394
102
$15.9M 0.06%
1,097,148
+90,410
103
$15.7M 0.06%
+631,306
104
$14.9M 0.05%
225,300
-498,415
105
$13.6M 0.05%
+385,768
106
$11.6M 0.04%
75,060
+66,680
107
$10.6M 0.04%
+30,066
108
$10.6M 0.04%
35,890
+32,072
109
$10.1M 0.04%
+1,005,785
110
$8.21M 0.03%
+166,320
111
$6.54M 0.02%
60,509
+948
112
$4.13M 0.02%
+388,015
113
$4M 0.01%
8,409
-8,201
114
$3.59M 0.01%
130,123
+94,756
115
$3.47M 0.01%
11,618
+7,559
116
$2.26M 0.01%
+3,842
117
$2M 0.01%
12,153
+9,223
118
$1.56M 0.01%
43,081
-5,280,462
119
$1.35M ﹤0.01%
21,545
+15,285
120
$1.25M ﹤0.01%
23,934
+16,771
121
$1.13M ﹤0.01%
11,415
+6,549
122
$1.08M ﹤0.01%
39,342
+24,064
123
$1.07M ﹤0.01%
5,762
+3,946
124
$1.05M ﹤0.01%
57,263
+28,147
125
$1.05M ﹤0.01%
44,551
+30,292