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
$26.5B
AUM Growth
+$797M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$168M
3
+$164M
4
H icon
Hyatt Hotels
H
+$163M
5
MTN icon
Vail Resorts
MTN
+$129M

Top Sells

1
+$610M
2
+$224M
3
+$164M
4
DAY icon
Dayforce
DAY
+$144M
5
TRMB icon
Trimble
TRMB
+$129M

Sector Composition

1 Technology 31.54%
2 Industrials 16.73%
3 Consumer Discretionary 16.42%
4 Healthcare 12.48%
5 Financials 12.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.74M 0.01%
35,804
+5,483
127
$2.66M 0.01%
21,809
+2,948
128
$2.44M 0.01%
105,877
+29,525
129
$2.23M 0.01%
139,342
+26,730
130
$2.21M 0.01%
40,830
+23,275
131
$2.11M 0.01%
29,230
-530
132
$2.08M 0.01%
47,799
+5,424
133
$1.92M 0.01%
79,860
+20,708
134
$1.48M 0.01%
116,786
-14,219
135
$1.46M 0.01%
24,061
+1,150
136
$1.45M 0.01%
43,340
+24,549
137
$1.36M ﹤0.01%
+159,466
138
$1.32M ﹤0.01%
57,193
-5,983
139
$1.27M ﹤0.01%
4,245
-884
140
$1.24M ﹤0.01%
8,134
+1,682
141
$1.21M ﹤0.01%
75,809
+6,910
142
$1.15M ﹤0.01%
+21,968
143
$1.1M ﹤0.01%
44,671
+7,717
144
$1.06M ﹤0.01%
62,000
+908
145
$1.04M ﹤0.01%
83,432
+9,878
146
$872K ﹤0.01%
10,545
+1,169
147
$693K ﹤0.01%
35,212
-31,971
148
$666K ﹤0.01%
36,138
+4,053
149
$644K ﹤0.01%
10,978
-315
150
$638K ﹤0.01%
58,197
+6,614
4 5
6
7 8