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
$33.7B
AUM Growth
+$3.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$425M
2
+$353M
3
+$334M
4
FAST icon
Fastenal
FAST
+$319M
5
TDG icon
TransDigm Group
TDG
+$259M

Top Sells

1
+$398M
2
+$261M
3
+$256M
4
ULTA icon
Ulta Beauty
ULTA
+$204M
5
GDDY icon
GoDaddy
GDDY
+$199M

Sector Composition

1 Technology 38.14%
2 Financials 16.72%
3 Industrials 11.48%
4 Healthcare 11.15%
5 Consumer Discretionary 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26.8M 0.07%
488,091
+22,476
102
$25.1M 0.07%
+385,852
103
$24.1M 0.07%
+233,344
104
$22.7M 0.06%
126,516
-46,176
105
$21.7M 0.06%
+2,507,784
106
$16.1M 0.04%
1,079,921
-962,936
107
$15.5M 0.04%
138,576
+26,453
108
$13.7M 0.04%
322,720
+5,818
109
$12.2M 0.03%
429,605
-357,037
110
$11.4M 0.03%
1,044,272
+19,431
111
$8.96M 0.02%
26,630
-74,472
112
$8.88M 0.02%
+49,184
113
$6.84M 0.02%
173,424
+8,061
114
$6.76M 0.02%
52,236
-31,068
115
$4.73M 0.01%
28,360
+1,340
116
$4.66M 0.01%
289,710
-2,531,403
117
$3.79M 0.01%
7,319
+3,484
118
$3.31M 0.01%
14,362
+566
119
$2.42M 0.01%
10,161
+403
120
$2.37M 0.01%
92,556
+31,435
121
$2.31M 0.01%
17,862
-2,223
122
$2.3M 0.01%
107,144
+4,448
123
$2.24M 0.01%
28,937
+1,814
124
$1.93M 0.01%
105,438
+22,002
125
$1.78M ﹤0.01%
34,796
+29,003
3 4
5
6 7