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
$14B
AUM Growth
-$756M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$216M
2
+$214M
3
+$202M
4
IDXX icon
Idexx Laboratories
IDXX
+$170M
5
ILMN icon
Illumina
ILMN
+$167M

Top Sells

1
+$343M
2
+$196M
3
+$170M
4
XRAY icon
Dentsply Sirona
XRAY
+$99.8M
5
BN icon
Brookfield
BN
+$84.2M

Sector Composition

1 Technology 31.4%
2 Consumer Discretionary 13.74%
3 Healthcare 13.58%
4 Industrials 11.33%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
0
127
– –
0
128
– –
-2,320,626
129
– –
-8,880,028
130
– –
-425,391
131
– –
-143,584
132
– –
-319,335
133
– –
-215,986
134
– –
0
2 3 4 5
6