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
$29.8B
AUM Growth
+$535M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$313M
2
+$306M
3
+$238M
4
CNM icon
Core & Main
CNM
+$215M
5
MRVI icon
Maravai LifeSciences
MRVI
+$210M

Top Sells

1
+$232M
2
+$168M
3
+$147M
4
CDW icon
CDW
CDW
+$127M
5
GDDY icon
GoDaddy
GDDY
+$112M

Sector Composition

1 Technology 42.05%
2 Financials 14.87%
3 Consumer Discretionary 11.74%
4 Healthcare 11.58%
5 Industrials 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.71M 0.01%
47,130
+5,417
127
$1.71M 0.01%
25,656
+1,789
128
$1.58M 0.01%
9,758
-18
129
$1.45M ﹤0.01%
61,121
+7,400
130
$1.37M ﹤0.01%
+8,674
131
$1.33M ﹤0.01%
+33,541
132
$1.25M ﹤0.01%
2,952
-9,145
133
$1.1M ﹤0.01%
9,034
-4,847
134
$1.1M ﹤0.01%
32,870
+2,274
135
$1.07M ﹤0.01%
10,724
+699
136
$1.06M ﹤0.01%
23,063
-6,506
137
$984K ﹤0.01%
23,326
+1,656
138
$898K ﹤0.01%
11,824
+806
139
$896K ﹤0.01%
30,914
+2,198
140
$873K ﹤0.01%
36,733
+9,484
141
$872K ﹤0.01%
6,417
-2,675
142
$864K ﹤0.01%
40,329
+2,757
143
$837K ﹤0.01%
38,567
+2,671
144
$717K ﹤0.01%
31,112
+1,582
145
$656K ﹤0.01%
16,421
146
$578K ﹤0.01%
5,651
+410
147
$471K ﹤0.01%
13,663
-9,408
148
$447K ﹤0.01%
2,350
+176
149
$344K ﹤0.01%
8,064
-3,806
150
$334K ﹤0.01%
5,793
+3,498
3 4 5
6
7