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
$33.7B
AUM Growth
+$3.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$425M
2
+$353M
3
+$334M
4
FAST icon
Fastenal
FAST
+$319M
5
TDG icon
TransDigm Group
TDG
+$259M

Top Sells

1
+$398M
2
+$261M
3
+$256M
4
ULTA icon
Ulta Beauty
ULTA
+$204M
5
GDDY icon
GoDaddy
GDDY
+$199M

Sector Composition

1 Technology 38.14%
2 Financials 16.72%
3 Industrials 11.48%
4 Healthcare 11.15%
5 Consumer Discretionary 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.78M ﹤0.01%
42,908
+19,582
127
$1.73M ﹤0.01%
58,466
+11,336
128
$1.71M ﹤0.01%
82,130
+51,018
129
$1.68M ﹤0.01%
30,446
+7,383
130
$1.55M ﹤0.01%
32,321
-1,220
131
$1.48M ﹤0.01%
24,924
-732
132
$1.39M ﹤0.01%
2,952
133
$1.39M ﹤0.01%
9,753
-3,789
134
$1.29M ﹤0.01%
42,829
+117
135
$1.27M ﹤0.01%
42,412
+9,542
136
$1.21M ﹤0.01%
29,057
+998
137
$1.21M ﹤0.01%
30,433
-12,551
138
$1.12M ﹤0.01%
6,692
+275
139
$1.12M ﹤0.01%
35,110
+4,196
140
$1.09M ﹤0.01%
+54,528
141
$1.09M ﹤0.01%
+33,984
142
$1.08M ﹤0.01%
8,332
-4,777
143
$1.06M ﹤0.01%
7,255
+1,604
144
$1.05M ﹤0.01%
12,332
+508
145
$1.05M ﹤0.01%
+41,859
146
$934K ﹤0.01%
42,056
+1,727
147
$853K ﹤0.01%
9,411
+377
148
$841K ﹤0.01%
40,261
+1,694
149
$788K ﹤0.01%
+39,447
150
$747K ﹤0.01%
16,421
3 4 5
6
7