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
$27.4B
AUM Growth
+$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1 +$279M
2 +$228M
3 +$194M
4
MORN icon
Morningstar
MORN
+$188M
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$178M

Top Sells

1 +$191M
2 +$177M
3 +$149M
4
ANSS
Ansys
ANSS
+$133M
5
RVTY icon
Revvity
RVTY
+$128M

Sector Composition

1 Technology 39.02%
2 Consumer Discretionary 14.97%
3 Financials 13.57%
4 Industrials 10.59%
5 Healthcare 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.03M ﹤0.01%
17,589
+10,550
127
$891K ﹤0.01%
13,351
+9,508
128
$880K ﹤0.01%
5,223
+3,407
129
$860K ﹤0.01%
16,898
-529
130
$787K ﹤0.01%
24,735
+14,500
131
$778K ﹤0.01%
+19,168
132
$770K ﹤0.01%
21,870
+13,309
133
$761K ﹤0.01%
+44,398
134
$758K ﹤0.01%
+63,662
135
$730K ﹤0.01%
15,596
+8,936
136
$701K ﹤0.01%
25,844
+12,149
137
$682K ﹤0.01%
6,365
+3,535
138
$653K ﹤0.01%
+21,441
139
$651K ﹤0.01%
18,563
+10,613
140
$636K ﹤0.01%
7,512
+4,113
141
$636K ﹤0.01%
+25,102
142
$599K ﹤0.01%
+7,744
143
$586K ﹤0.01%
12,122
-3,479
144
$554K ﹤0.01%
+8,712
145
$528K ﹤0.01%
+17,795
146
$512K ﹤0.01%
+10,200
147
$474K ﹤0.01%
8,204
+3,346
148
$422K ﹤0.01%
4,642
+1,172
149
$347K ﹤0.01%
6,188
-277
150
$282K ﹤0.01%
+566