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
$22.4B
AUM Growth
-$2.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$395M
2
+$358M
3
+$268M
4
IDXX icon
Idexx Laboratories
IDXX
+$195M
5
BJ icon
BJs Wholesale Club
BJ
+$184M

Top Sells

1
+$348M
2
+$266M
3
+$228M
4
BN icon
Brookfield
BN
+$223M
5
SGI
Somnigroup International
SGI
+$218M

Sector Composition

1 Industrials 25.54%
2 Technology 22.28%
3 Consumer Discretionary 16.3%
4 Healthcare 10.59%
5 Financials 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12M 0.05%
532,704
+446,441
102
$11.9M 0.05%
+37,230
103
$11.7M 0.05%
180,456
+27,147
104
$11.2M 0.05%
200,434
+171,274
105
$11.1M 0.05%
38,180
+32,882
106
$11M 0.05%
102,536
+90,539
107
$10.8M 0.05%
1,094,495
+922,007
108
$10.6M 0.05%
667,157
+534,662
109
$9.84M 0.04%
100,843
+90,751
110
$9.78M 0.04%
345,782
+283,983
111
$9.71M 0.04%
1,120,196
-8,275,954
112
$9.3M 0.04%
+127,622
113
$8.77M 0.04%
73,897
+60,186
114
$8.72M 0.04%
126,262
+111,983
115
$8.7M 0.04%
+92,631
116
$7.85M 0.03%
486,506
+416,074
117
$7.45M 0.03%
23,450
+20,742
118
$7.29M 0.03%
265,211
+211,665
119
$7.21M 0.03%
161,226
+127,485
120
$7.14M 0.03%
37,539
+32,763
121
$6.74M 0.03%
509,458
-178,606
122
$6.55M 0.03%
+196,000
123
$6.37M 0.03%
47,985
+40,135
124
$6.05M 0.03%
+242,640
125
$5.69M 0.02%
307,322
+259,400
3 4
5
6 7