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
$24.1B
AUM Growth
-$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$185M
3
+$162M
4
MIDD icon
Middleby
MIDD
+$144M
5
SCI icon
Service Corp International
SCI
+$137M

Top Sells

1
+$448M
2
+$277M
3
+$256M
4
FAST icon
Fastenal
FAST
+$232M
5
WMS icon
Advanced Drainage Systems
WMS
+$189M

Sector Composition

1 Technology 32.11%
2 Financials 13.89%
3 Healthcare 13.85%
4 Industrials 13.83%
5 Consumer Discretionary 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$16.9M 0.06%
+155,949
102
$16M 0.06%
+530,609
103
$15.5M 0.05%
453,511
+435,049
104
$14.3M 0.05%
+200,098
105
$14.2M 0.05%
58,594
-142,398
106
$14.2M 0.05%
178,804
-573,310
107
$13.4M 0.05%
+149,251
108
$13.2M 0.05%
368,527
-49,560
109
$13.1M 0.05%
375,921
+22,116
110
$12.7M 0.04%
131,144
-523,448
111
$12.1M 0.04%
+137,337
112
$10.9M 0.04%
1,616,385
-865,326
113
$10.7M 0.04%
391,281
114
$9.48M 0.03%
960,567
-31,386
115
$8.76M 0.03%
72,038
+1,609
116
$8.08M 0.03%
167,091
-118,524
117
$7.82M 0.03%
+38,796
118
$5.23M 0.02%
221,850
119
$4.95M 0.02%
+85,863
120
$4.69M 0.02%
+12,412
121
$4.39M 0.02%
52,467
+363
122
$3.32M 0.01%
99,631
+1,803
123
$3.06M 0.01%
140,562
-10,500
124
$3M 0.01%
17,975
-1,029
125
$2.38M 0.01%
9,332
-2,146
3 4
5
6 7