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
$25.7B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$278M
2
+$199M
3
+$186M
4
SGI
Somnigroup International
SGI
+$143M
5
RVTY icon
Revvity
RVTY
+$143M

Top Sells

1
+$444M
2
+$199M
3
+$194M
4
IBKR icon
Interactive Brokers
IBKR
+$177M
5
ENTG icon
Entegris
ENTG
+$146M

Sector Composition

1 Technology 29.19%
2 Industrials 15.6%
3 Healthcare 14.94%
4 Consumer Discretionary 14.02%
5 Financials 13.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12M 0.05%
383,824
-7,457
102
$11.2M 0.04%
200,940
-194,850
103
$10.9M 0.04%
119,897
-58,907
104
$10.8M 0.04%
308,796
-67,125
105
$9.79M 0.04%
141,818
-61,541
106
$9.49M 0.04%
306,121
-62,406
107
$8.91M 0.03%
400,606
-288,625
108
$8.26M 0.03%
+21,492
109
$6.65M 0.03%
+189,646
110
$6.44M 0.02%
243,824
+171,253
111
$5.68M 0.02%
200,157
-21,693
112
$5.43M 0.02%
1,480,726
+1,436,197
113
$4.58M 0.02%
67,863
+62,685
114
$3.79M 0.01%
51,032
-1,435
115
$3.64M 0.01%
20,484
+2,509
116
$3.38M 0.01%
62,743
-104,348
117
$2.69M 0.01%
79,557
+7,868
118
$2.38M 0.01%
71,453
+29,328
119
$2.37M 0.01%
20,274
+10,644
120
$2.26M 0.01%
69,670
+19,520
121
$2.19M 0.01%
48,058
+12,294
122
$2.09M 0.01%
54,893
+4,379
123
$2.08M 0.01%
29,760
+6,452
124
$2.06M 0.01%
18,861
125
$1.91M 0.01%
131,005
+31,650
3 4
5
6 7