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
$24.1B
AUM Growth
-$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$185M
3
+$162M
4
MIDD icon
Middleby
MIDD
+$144M
5
SCI icon
Service Corp International
SCI
+$137M

Top Sells

1
+$448M
2
+$277M
3
+$256M
4
FAST icon
Fastenal
FAST
+$232M
5
WMS icon
Advanced Drainage Systems
WMS
+$189M

Sector Composition

1 Technology 32.11%
2 Financials 13.89%
3 Healthcare 13.85%
4 Industrials 13.83%
5 Consumer Discretionary 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.34M 0.01%
41,239
+7,406
127
$2.06M 0.01%
71,689
128
$1.94M 0.01%
56,626
+3,147
129
$1.87M 0.01%
72,571
+26,727
130
$1.76M 0.01%
50,514
+16,753
131
$1.74M 0.01%
18,861
+1,038
132
$1.72M 0.01%
43,183
-13,698
133
$1.58M 0.01%
35,764
+7,907
134
$1.51M 0.01%
23,308
+562
135
$1.51M 0.01%
61,858
+1,332
136
$1.5M 0.01%
99,355
+50,480
137
$1.48M 0.01%
50,150
138
$1.31M ﹤0.01%
22,437
+1,276
139
$1.22M ﹤0.01%
42,125
+5,609
140
$1.1M ﹤0.01%
8,869
+807
141
$1.07M ﹤0.01%
4,959
+527
142
$883K ﹤0.01%
42,310
-16,964
143
$859K ﹤0.01%
39,878
144
$842K ﹤0.01%
11,021
145
$837K ﹤0.01%
41,731
-7,578
146
$800K ﹤0.01%
9,630
147
$792K ﹤0.01%
61,711
+3,238
148
$790K ﹤0.01%
9,260
149
$752K ﹤0.01%
25,465
150
$732K ﹤0.01%
30,118
-7,777
4 5
6
7 8