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
$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
0
129
-2,320,626
130
-8,880,028
131
-425,391
132
-143,584
133
-319,335
134
-215,986