Select Equity Group

Select Equity Group Portfolio holdings

AUM $21.5B
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.5B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$272M
2
+$192M
3
+$138M
4
PWR icon
Quanta Services
PWR
+$134M
5
ALC icon
Alcon
ALC
+$115M

Top Sells

1
+$231M
2
+$171M
3
+$169M
4
SAIA icon
Saia
SAIA
+$168M
5
DAY
Dayforce
DAY
+$165M

Sector Composition

1 Industrials 23.68%
2 Technology 22.8%
3 Consumer Discretionary 16.91%
4 Healthcare 11.02%
5 Financials 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12.6M 0.05%
43,841
+5,661
102
$12.4M 0.05%
218,641
+18,207
103
$12.1M 0.05%
1,033,990
-36,784
104
$12M 0.05%
49,124
+11,585
105
$11.9M 0.05%
+93,121
106
$11.9M 0.05%
209,711
+111,205
107
$11.7M 0.05%
130,160
+37,529
108
$11.4M 0.05%
227,129
+31,129
109
$11.2M 0.05%
+275,166
110
$10.9M 0.05%
+42,240
111
$10.7M 0.05%
88,085
-202,439
112
$10.4M 0.04%
242,910
+81,684
113
$10.4M 0.04%
409,441
-123,263
114
$10.4M 0.04%
309,830
-2,339,661
115
$10.3M 0.04%
57,007
+14,711
116
$10.3M 0.04%
27,204
+3,754
117
$10M 0.04%
+28,041
118
$9.84M 0.04%
769,706
+102,549
119
$9.73M 0.04%
596,322
+109,816
120
$9.67M 0.04%
826,644
-267,851
121
$9.64M 0.04%
63,410
-39,126
122
$9.63M 0.04%
102,198
+28,301
123
$9.44M 0.04%
105,778
-74,678
124
$7.66M 0.03%
541,898
+32,440
125
$7.66M 0.03%
+46,762
3 4
5
6 7