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
$17.2B
AUM Growth
+$3.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$284M
3
+$283M
4
TSCO icon
Tractor Supply
TSCO
+$263M
5
PYPL icon
PayPal
PYPL
+$254M

Top Sells

1
+$286M
2
+$248M
3
+$222M
4
LYV icon
Live Nation Entertainment
LYV
+$198M
5
TRMB icon
Trimble
TRMB
+$146M

Sector Composition

1 Technology 36.5%
2 Consumer Discretionary 13.03%
3 Healthcare 11.93%
4 Financials 11.24%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$307K ﹤0.01%
+7,359
127
$301K ﹤0.01%
+19,026
128
$296K ﹤0.01%
+9,915
129
$294K ﹤0.01%
+6,654
130
$294K ﹤0.01%
+3,152
131
$285K ﹤0.01%
+10,566
132
$285K ﹤0.01%
+18,640
133
$281K ﹤0.01%
+4,833
134
$272K ﹤0.01%
+10,802
135
$267K ﹤0.01%
+4,238
136
$259K ﹤0.01%
+15,863
137
$259K ﹤0.01%
+14,723
138
$253K ﹤0.01%
921
-344,201
139
$246K ﹤0.01%
+8,147
140
$244K ﹤0.01%
+1,433
141
$230K ﹤0.01%
+3,062
142
$226K ﹤0.01%
+4,681
143
$210K ﹤0.01%
+4,113
144
$88.7K ﹤0.01%
+11,676
145
$58.5K ﹤0.01%
+12,264
146
– –
0
147
– –
-130,134
148
– –
-1,470,105
149
– –
-40,843
150
– –
-1,113,511
3 4 5
6
7