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
$24.2B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$168M
3
+$116M
4
ONON icon
On Holding
ONON
+$111M
5
ITT icon
ITT
ITT
+$101M

Top Sells

1
+$209M
2
+$183M
3
+$158M
4
POOL icon
Pool Corp
POOL
+$143M
5
ANSS
Ansys
ANSS
+$142M

Sector Composition

1 Technology 28.28%
2 Industrials 18.29%
3 Consumer Discretionary 16.86%
4 Financials 12.92%
5 Healthcare 12.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18.6M 0.08%
602,038
-1,696,967
102
$17.9M 0.07%
430,585
-994,713
103
$17.2M 0.07%
378,325
+15,974
104
$14.8M 0.06%
+279,789
105
$14.7M 0.06%
218,179
-631,194
106
$14.2M 0.06%
484,068
107
$13.5M 0.06%
+275,063
108
$12.8M 0.05%
411,390
-40,967
109
$12.6M 0.05%
+59,914
110
$11.9M 0.05%
125,026
-26,818
111
$11.2M 0.05%
+118,356
112
$8.69M 0.04%
1,078,606
+1,016,020
113
$8.63M 0.04%
103,860
-66,130
114
$8.46M 0.03%
+66,352
115
$6.37M 0.03%
363,587
-107,845
116
$6.3M 0.03%
165,273
+81,530
117
$4.85M 0.02%
155,843
-17,781
118
$4.31M 0.02%
86,673
-389,910
119
$4.26M 0.02%
18,879
120
$4.2M 0.02%
+24,103
121
$3.6M 0.01%
79,451
+1,378
122
$3.45M 0.01%
7,547
+2,175
123
$2.87M 0.01%
64,075
124
$2.85M 0.01%
19,804
-1,120
125
$2.8M 0.01%
44,807
3 4
5
6 7