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
$24.2B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$168M
3
+$116M
4
ONON icon
On Holding
ONON
+$111M
5
ITT icon
ITT
ITT
+$101M

Top Sells

1
+$209M
2
+$183M
3
+$158M
4
POOL icon
Pool Corp
POOL
+$143M
5
ANSS
Ansys
ANSS
+$142M

Sector Composition

1 Technology 28.28%
2 Industrials 18.29%
3 Consumer Discretionary 16.86%
4 Financials 12.92%
5 Healthcare 12.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.57M 0.01%
121,133
+2,163
127
$2.54M 0.01%
+346,159
128
$2.54M 0.01%
31,232
-7,454
129
$2.47M 0.01%
330,161
+46,863
130
$2.44M 0.01%
2,895
-7,464
131
$2.43M 0.01%
+295,868
132
$2.41M 0.01%
32,290
133
$2.39M 0.01%
181,151
134
$2.25M 0.01%
106,070
+2,928
135
$2.04M 0.01%
26,724
+7,848
136
$1.99M 0.01%
44,828
137
$1.91M 0.01%
105,051
138
$1.79M 0.01%
51,165
-21,473
139
$1.72M 0.01%
19,913
+4,803
140
$1.64M 0.01%
3,951
141
$1.62M 0.01%
21,105
-308,995
142
$1.61M 0.01%
110,716
-16,509
143
$1.58M 0.01%
35,060
-181,537
144
$1.58M 0.01%
84,702
+43,773
145
$1.57M 0.01%
+206,977
146
$1.49M 0.01%
70,710
+9,152
147
$1.49M 0.01%
+139,581
148
$1.49M 0.01%
+97,584
149
$1.47M 0.01%
8,626
150
$1.45M 0.01%
76,541
4 5
6
7 8