Select Equity Group

Select Equity Group Portfolio holdings

AUM $21.5B
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.4B
AUM Growth
+$2.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$506M
2
+$460M
3
+$319M
4
CP icon
Canadian Pacific Kansas City
CP
+$191M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$171M

Top Sells

1
+$354M
2
+$258M
3
+$227M
4
MORN icon
Morningstar
MORN
+$210M
5
TSM icon
TSMC
TSM
+$201M

Sector Composition

1 Industrials 25.58%
2 Technology 19.73%
3 Consumer Discretionary 17.29%
4 Financials 11.82%
5 Healthcare 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.16M ﹤0.01%
15,605
-1,457
127
$1.06M ﹤0.01%
+2,774
128
$1.02M ﹤0.01%
176,255
-5,740,454
129
$936K ﹤0.01%
4,287
-7,961
130
$919K ﹤0.01%
39,597
-144,012
131
$806K ﹤0.01%
20,684
+8,934
132
$796K ﹤0.01%
+5,486
133
$774K ﹤0.01%
33,839
-1,698
134
$667K ﹤0.01%
6,522
-5,342
135
$606K ﹤0.01%
14,073
-542,565
136
$530K ﹤0.01%
13,083
-37,001
137
$507K ﹤0.01%
+24,648
138
$357K ﹤0.01%
+2,093
139
$195K ﹤0.01%
41,733
-500,204
140
$105K ﹤0.01%
+19,566
141
– –
-158,732
142
– –
-1,130,568
143
– –
0
144
– –
-819,550
145
– –
0
146
– –
0
147
– –
0
148
– –
-395,460
149
– –
-13,514
150
– –
0
3 4 5
6
7