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
$27.7B
AUM Growth
+$570M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$377M
2
+$357M
3
+$261M
4
TRMB icon
Trimble
TRMB
+$167M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$132M

Top Sells

1
+$336M
2
+$276M
3
+$239M
4
PTC icon
PTC
PTC
+$215M
5
CLH icon
Clean Harbors
CLH
+$204M

Sector Composition

1 Industrials 23.69%
2 Technology 22.63%
3 Consumer Discretionary 16.94%
4 Financials 11.3%
5 Materials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11.2M 0.04%
77,254
-1,366
102
$11.2M 0.04%
+104,749
103
$6.34M 0.02%
580,221
+136,270
104
$4.91M 0.02%
319,777
-2,728,207
105
$4.41M 0.02%
13,434
-3,206
106
$4.37M 0.02%
135,787
-344,546
107
$3.97M 0.01%
83,884
-50,846
108
$3.18M 0.01%
60,972
-26,611
109
$3.18M 0.01%
84,347
-12,697
110
$2.7M 0.01%
27,343
-248
111
$2.59M 0.01%
52,481
-8,413
112
$2.56M 0.01%
89,943
+20,189
113
$2.45M 0.01%
54,897
+2,706
114
$2.38M 0.01%
132,913
-4,416
115
$2.31M 0.01%
+205,743
116
$2.23M 0.01%
23,851
-148
117
$2.17M 0.01%
86,859
-9,595
118
$2.13M 0.01%
13,190
-4,238
119
$2.09M 0.01%
28,905
+429
120
$1.97M 0.01%
80,267
-19,595
121
$1.87M 0.01%
10,565
-2,294
122
$1.83M 0.01%
21,294
-18,857
123
$1.58M 0.01%
16,593
-9,837
124
$1.55M 0.01%
109,527
-389,728
125
$1.49M 0.01%
8,077
-1,454
3 4
5
6 7