Select Equity Group

Select Equity Group Portfolio holdings

AUM $23.5B
1-Year Est. Return 24.77%
This Quarter Est. Return
1 Year Est. Return
+24.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$26.8B
AUM Growth
-$3.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$373M
2
+$273M
3
+$266M
4
RVTY icon
Revvity
RVTY
+$239M
5
TECH icon
Bio-Techne
TECH
+$216M

Top Sells

1
+$357M
2
+$244M
3
+$200M
4
CLVT icon
Clarivate
CLVT
+$153M
5
RGEN icon
Repligen
RGEN
+$152M

Sector Composition

1 Technology 33.75%
2 Financials 15.21%
3 Healthcare 13.43%
4 Industrials 12.86%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.15M ﹤0.01%
33,833
-420
127
$1.13M ﹤0.01%
4,432
+198
128
$1.04M ﹤0.01%
39,878
-4,530
129
$984K ﹤0.01%
9,630
+438
130
$911K ﹤0.01%
8,062
+37
131
$820K ﹤0.01%
9,260
+1,269
132
$801K ﹤0.01%
11,021
-3,485
133
$773K ﹤0.01%
35,675
-1,128,066
134
$770K ﹤0.01%
51,583
+6,885
135
$741K ﹤0.01%
58,473
-1,159,705
136
$723K ﹤0.01%
8,186
+1,100
137
$717K ﹤0.01%
4,418
-936,086
138
$714K ﹤0.01%
25,465
-44,859
139
$679K ﹤0.01%
48,875
-11,515
140
$571K ﹤0.01%
18,462
+426
141
$552K ﹤0.01%
41,841
-2
142
$539K ﹤0.01%
40,777
+19,244
143
$353K ﹤0.01%
70,950
-21,718
144
$305K ﹤0.01%
9,012
+3,606
145
$296K ﹤0.01%
5,102
-5,248
146
$273K ﹤0.01%
5,085
-207,532
147
$228K ﹤0.01%
2,325
148
$101K ﹤0.01%
14,636
-52,026
149
– –
-30,320
150
– –
-11,435
4 5
6
7 8