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
$29.2B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$484M
2
+$434M
3
+$375M
4
TRU icon
TransUnion
TRU
+$269M
5
DAY icon
Dayforce
DAY
+$268M

Top Sells

1
+$555M
2
+$485M
3
+$251M
4
SCI icon
Service Corp International
SCI
+$232M
5
MTN icon
Vail Resorts
MTN
+$202M

Sector Composition

1 Technology 39.93%
2 Financials 14.2%
3 Consumer Discretionary 14.09%
4 Industrials 11.59%
5 Healthcare 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.55M 0.01%
19,323
+1,734
127
$1.51M 0.01%
+23,867
128
$1.49M 0.01%
53,721
+14,379
129
$1.31M ﹤0.01%
13,103
+1,688
130
$1.3M ﹤0.01%
27,249
+8,081
131
$1.24M ﹤0.01%
13,881
+5,677
132
$1.22M ﹤0.01%
29,569
-13,512
133
$1.18M ﹤0.01%
37,572
+12,837
134
$1.16M ﹤0.01%
19,343
+5,992
135
$1.1M ﹤0.01%
35,896
+10,794
136
$1.05M ﹤0.01%
30,596
+8,726
137
$1.04M ﹤0.01%
2,174
+1,608
138
$1.03M ﹤0.01%
9,092
+1,580
139
$995K ﹤0.01%
21,670
+6,074
140
$852K ﹤0.01%
28,716
+2,872
141
$825K ﹤0.01%
16,421
-477
142
$773K ﹤0.01%
23,071
+5,276
143
$744K ﹤0.01%
10,025
+2,281
144
$699K ﹤0.01%
11,018
+2,306
145
$680K ﹤0.01%
29,530
-34,132
146
$561K ﹤0.01%
11,870
+5,682
147
$539K ﹤0.01%
5,241
+599
148
$511K ﹤0.01%
1,040
-7,369
149
$492K ﹤0.01%
+13,950
150
$201K ﹤0.01%
+2,295
3 4 5
6
7