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
$27.7B
AUM Growth
+$570M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$377M
2
+$357M
3
+$261M
4
TRMB icon
Trimble
TRMB
+$167M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$132M

Top Sells

1
+$336M
2
+$276M
3
+$239M
4
PTC icon
PTC
PTC
+$215M
5
CLH icon
Clean Harbors
CLH
+$204M

Sector Composition

1 Industrials 23.69%
2 Technology 22.63%
3 Consumer Discretionary 16.94%
4 Financials 11.3%
5 Materials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.48M 0.01%
64,583
+7,691
127
$1.31M ﹤0.01%
33,129
-6,506
128
$1.27M ﹤0.01%
65,962
-5,495
129
$1.22M ﹤0.01%
121,100
-36,036
130
$1.21M ﹤0.01%
21,490
+1,758
131
$1.16M ﹤0.01%
4,957
-19
132
$1.15M ﹤0.01%
+155,000
133
$1.14M ﹤0.01%
17,148
-11,006
134
$1.06M ﹤0.01%
67,390
-7,999
135
$1.03M ﹤0.01%
62,474
-7,480
136
$1.03M ﹤0.01%
9,371
137
$962K ﹤0.01%
3,816
+1,135
138
$953K ﹤0.01%
20,884
-22,811
139
$842K ﹤0.01%
1,605
-309
140
$713K ﹤0.01%
12,320
+2,997
141
$507K ﹤0.01%
31,897
-22,684
142
$337K ﹤0.01%
+9,020
143
$331K ﹤0.01%
+13,830
144
$208K ﹤0.01%
11,759
-7,461
145
– –
0
146
– –
-75,150
147
– –
-114,441
148
– –
-59,853
149
– –
0
150
– –
-82,828
3 4 5
6
7