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
$26.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$220M
2
+$219M
3
+$205M
4
RVTY icon
Revvity
RVTY
+$169M
5
TMO icon
Thermo Fisher Scientific
TMO
+$141M

Top Sells

1
+$241M
2
+$154M
3
+$146M
4
INTU icon
Intuit
INTU
+$139M
5
SCI icon
Service Corp International
SCI
+$132M

Sector Composition

1 Technology 28.67%
2 Industrials 18.33%
3 Consumer Discretionary 16.32%
4 Healthcare 13.24%
5 Financials 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26.7M 0.1%
+785,035
102
$22.8M 0.09%
39,982
-1,584
103
$22.5M 0.08%
362,351
-668,353
104
$21.5M 0.08%
16,355
-3,381
105
$17.7M 0.07%
484,068
+157,566
106
$15.5M 0.06%
151,844
+18,487
107
$15.4M 0.06%
3,130,757
+1,340,197
108
$15.3M 0.06%
457,483
+110,812
109
$15.1M 0.06%
452,357
+64,459
110
$14.7M 0.05%
169,990
-23,080
111
$14.4M 0.05%
83,652
-192,180
112
$12.3M 0.05%
216,597
+175,767
113
$10.7M 0.04%
+471,432
114
$9.26M 0.03%
10,359
-66
115
$6.74M 0.03%
104,440
+9,249
116
$6.57M 0.02%
173,624
+8,416
117
$4.66M 0.02%
83,743
-30,976
118
$4.19M 0.02%
18,879
-3,146
119
$3.69M 0.01%
103,142
+20,645
120
$3.4M 0.01%
44,807
-9,461
121
$3.33M 0.01%
118,970
+13,093
122
$3.28M 0.01%
38,686
+2,882
123
$3.09M 0.01%
20,924
-885
124
$2.95M 0.01%
78,073
-2,236
125
$2.79M 0.01%
64,075
+742
3 4
5
6 7