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
$29.8B
AUM Growth
+$535M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$313M
2
+$306M
3
+$238M
4
CNM icon
Core & Main
CNM
+$215M
5
MRVI icon
Maravai LifeSciences
MRVI
+$210M

Top Sells

1
+$232M
2
+$168M
3
+$147M
4
CDW icon
CDW
CDW
+$127M
5
GDDY icon
GoDaddy
GDDY
+$112M

Sector Composition

1 Technology 42.05%
2 Financials 14.87%
3 Consumer Discretionary 11.74%
4 Healthcare 11.58%
5 Industrials 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20.5M 0.07%
64,126
+30,878
102
$20M 0.07%
563,833
+549,883
103
$19.4M 0.07%
786,642
-400,140
104
$15.8M 0.05%
+316,902
105
$10.7M 0.04%
45,560
-42,612
106
$10.2M 0.03%
1,024,841
+64,251
107
$9.69M 0.03%
83,304
-3,651
108
$9.05M 0.03%
112,123
+33,787
109
$8.89M 0.03%
+109,714
110
$5.2M 0.02%
165,363
+11,387
111
$4.44M 0.01%
27,020
-50,320
112
$2.82M 0.01%
13,796
+1,335
113
$2.67M 0.01%
+72,425
114
$2.64M 0.01%
4,223
-87,347
115
$2.32M 0.01%
20,085
+762
116
$2.18M 0.01%
13,542
+439
117
$2.05M 0.01%
42,984
+6,679
118
$2M 0.01%
7,747
+112
119
$2M 0.01%
13,109
+894
120
$1.95M 0.01%
102,696
+11,038
121
$1.92M 0.01%
83,436
+18,595
122
$1.89M 0.01%
42,712
+3,577
123
$1.87M 0.01%
27,123
+3,029
124
$1.84M 0.01%
3,835
+2,795
125
$1.73M 0.01%
28,059
-15,241
3 4
5
6 7