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
$26.8B
AUM Growth
-$3.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$373M
2
+$273M
3
+$266M
4
RVTY icon
Revvity
RVTY
+$239M
5
TECH icon
Bio-Techne
TECH
+$216M

Top Sells

1
+$357M
2
+$244M
3
+$200M
4
CLVT icon
Clarivate
CLVT
+$153M
5
RGEN icon
Repligen
RGEN
+$152M

Sector Composition

1 Technology 33.75%
2 Financials 15.21%
3 Healthcare 13.43%
4 Industrials 12.86%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.37M 0.03%
+70,429
102
$6.12M 0.02%
+140,581
103
$5.08M 0.02%
221,850
+29,493
104
$4.75M 0.02%
52,104
+648
105
$3.46M 0.01%
19,004
+2,723
106
$2.93M 0.01%
151,062
+22,263
107
$2.64M 0.01%
11,478
+1,700
108
$2.3M 0.01%
97,828
+12,983
109
$2.18M 0.01%
56,881
+7,673
110
$2.09M 0.01%
22,746
+3,388
111
$1.93M 0.01%
71,689
+1,778
112
$1.88M 0.01%
60,526
+23,030
113
$1.73M 0.01%
134,907
+17,874
114
$1.72M 0.01%
45,844
-614,154
115
$1.69M 0.01%
49,309
+11,785
116
$1.68M 0.01%
+36,414
117
$1.53M ﹤0.01%
33,761
+300
118
$1.46M ﹤0.01%
27,857
-2,338
119
$1.46M ﹤0.01%
21,161
+15,886
120
$1.44M ﹤0.01%
17,823
+6,046
121
$1.42M ﹤0.01%
36,516
+7,187
122
$1.37M ﹤0.01%
53,479
+6,942
123
$1.35M ﹤0.01%
50,150
+8,136
124
$1.33M ﹤0.01%
37,895
-634,181
125
$1.23M ﹤0.01%
59,274
-1,454,546
3 4
5
6 7