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
$27.1B
AUM Growth
+$2.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$1.13B
2
+$182M
3
+$138M
4
ITT icon
ITT
ITT
+$98.8M
5
PWR icon
Quanta Services
PWR
+$96.5M

Top Sells

1
+$285M
2
+$184M
3
+$176M
4
MSA icon
Mine Safety
MSA
+$136M
5
IBKR icon
Interactive Brokers
IBKR
+$125M

Sector Composition

1 Technology 25.19%
2 Industrials 19.64%
3 Consumer Discretionary 17.69%
4 Healthcare 11.12%
5 Financials 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18.4M 0.07%
532,860
-69,178
102
$16.9M 0.06%
1,902,772
+824,166
103
$16.6M 0.06%
+264,977
104
$14.2M 0.05%
433,461
+22,071
105
$10.9M 0.04%
78,620
-533,231
106
$10.4M 0.04%
957,466
-2,313,564
107
$8.62M 0.03%
76,558
-48,468
108
$8.39M 0.03%
75,150
-28,710
109
$7.95M 0.03%
499,255
-2,479,753
110
$7.06M 0.03%
134,730
+99,670
111
$5.5M 0.02%
443,951
+304,370
112
$5.31M 0.02%
+87,583
113
$4.66M 0.02%
16,640
-2,239
114
$4.34M 0.02%
+55,885
115
$3.57M 0.01%
256,595
-1,969,882
116
$3.38M 0.01%
40,151
-4,656
117
$2.86M 0.01%
97,044
-9,026
118
$2.8M 0.01%
60,894
-3,181
119
$2.69M 0.01%
17,428
-2,376
120
$2.42M 0.01%
99,862
-5,189
121
$2.42M 0.01%
137,329
+26,613
122
$2.36M 0.01%
27,591
+867
123
$2.36M 0.01%
23,999
+4,086
124
$2.22M 0.01%
96,454
+11,752
125
$2.13M 0.01%
28,154
-4,136
3 4
5
6 7