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
$24.3B
AUM Growth
+$4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$385M
2
+$333M
3
+$256M
4
TSCO icon
Tractor Supply
TSCO
+$178M
5
PAYX icon
Paychex
PAYX
+$167M

Top Sells

1
+$412M
2
+$252M
3
+$248M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$233M
5
ULTA icon
Ulta Beauty
ULTA
+$170M

Sector Composition

1 Technology 39.24%
2 Consumer Discretionary 14.01%
3 Financials 11.99%
4 Healthcare 11.82%
5 Industrials 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$294K ﹤0.01%
+6,465
127
$293K ﹤0.01%
+10,666
128
$289K ﹤0.01%
+13,695
129
$285K ﹤0.01%
+6,660
130
$278K ﹤0.01%
3,843
-514
131
$265K ﹤0.01%
1,816
-1,574
132
$261K ﹤0.01%
3,399
-29
133
$256K ﹤0.01%
+1,816
134
$245K ﹤0.01%
3,470
-697
135
$227K ﹤0.01%
5,688
-9,769
136
$221K ﹤0.01%
4,858
-6,982
137
– –
-16,179
138
– –
-200,000
139
– –
-3,476,462
140
– –
-194,581
141
– –
-375,199
142
– –
-263,075
143
– –
0
144
– –
-1,718
145
– –
-473,477
146
– –
-442,163
147
– –
-531,266
148
– –
-875,232
149
– –
-481,433
150
– –
-791,265
4 5
6
7 8