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
$24.5B
AUM Growth
-$2.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$333M
2
+$220M
3
+$161M
4
CAE icon
CAE Inc
CAE
+$139M
5
SAIA icon
Saia
SAIA
+$137M

Top Sells

1
+$535M
2
+$311M
3
+$231M
4
CDW icon
CDW
CDW
+$225M
5
DAY icon
Dayforce
DAY
+$199M

Sector Composition

1 Industrials 27.05%
2 Technology 20.82%
3 Consumer Discretionary 16.47%
4 Financials 10.76%
5 Healthcare 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.63M 0.02%
91,439
+6,705
102
$4.49M 0.02%
13,029
+55
103
$3.58M 0.01%
72,487
-4,972
104
$3.44M 0.01%
+269,041
105
$3.42M 0.01%
+13,410
106
$3.08M 0.01%
+27,868
107
$3.04M 0.01%
28,702
-625
108
$2.72M 0.01%
+61,799
109
$2.39M 0.01%
65,199
-6,645
110
$2.33M 0.01%
10,068
-19,397
111
$2.09M 0.01%
86,263
-1,759
112
$1.95M 0.01%
132,495
+11,351
113
$1.93M 0.01%
238,730
+60,487
114
$1.87M 0.01%
5,298
-2,813
115
$1.84M 0.01%
172,488
-22,755
116
$1.82M 0.01%
11,997
+730
117
$1.81M 0.01%
13,711
+684
118
$1.8M 0.01%
53,546
+2,092
119
$1.77M 0.01%
29,160
-644
120
$1.75M 0.01%
54,119
+15,796
121
$1.54M 0.01%
14,140
-7,206
122
$1.44M 0.01%
7,850
+511
123
$1.33M 0.01%
+21,862
124
$1.31M 0.01%
33,741
-19,690
125
$1.3M 0.01%
138,150
+22,459
3 4
5
6 7