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
$29.2B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$484M
2
+$434M
3
+$375M
4
TRU icon
TransUnion
TRU
+$269M
5
DAY icon
Dayforce
DAY
+$268M

Top Sells

1
+$555M
2
+$485M
3
+$251M
4
SCI icon
Service Corp International
SCI
+$232M
5
MTN icon
Vail Resorts
MTN
+$202M

Sector Composition

1 Technology 39.93%
2 Financials 14.2%
3 Consumer Discretionary 14.09%
4 Industrials 11.59%
5 Healthcare 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12.9M 0.04%
+650,000
102
$12.2M 0.04%
+287,332
103
$11.1M 0.04%
131,634
-523,919
104
$9.8M 0.03%
33,248
-38,244
105
$9.63M 0.03%
960,590
-45,195
106
$9.17M 0.03%
+110,762
107
$8.45M 0.03%
86,955
-141,407
108
$8.16M 0.03%
+204,030
109
$7.67M 0.03%
78,336
+17,827
110
$5.28M 0.02%
153,976
+23,853
111
$4.97M 0.02%
12,097
-17,969
112
$4.59M 0.02%
+13,213
113
$4.58M 0.02%
+15,696
114
$2.65M 0.01%
43,300
+19,366
115
$2.19M 0.01%
12,461
+6,699
116
$2.09M 0.01%
91,658
+34,395
117
$2.03M 0.01%
41,713
+23,150
118
$2.02M 0.01%
+36,305
119
$1.75M 0.01%
7,635
+2,412
120
$1.75M 0.01%
+30,000
121
$1.7M 0.01%
39,135
-806,321
122
$1.66M 0.01%
24,094
+2,549
123
$1.61M 0.01%
9,776
-2,377
124
$1.56M 0.01%
64,841
+20,290
125
$1.55M 0.01%
12,215
+5,850
3 4
5
6 7