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
$24.5B
AUM Growth
-$2.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$333M
2
+$220M
3
+$161M
4
CAE icon
CAE Inc
CAE
+$139M
5
SAIA icon
Saia
SAIA
+$137M

Top Sells

1
+$535M
2
+$311M
3
+$231M
4
CDW icon
CDW
CDW
+$225M
5
DAY icon
Dayforce
DAY
+$199M

Sector Composition

1 Industrials 27.05%
2 Technology 20.82%
3 Consumer Discretionary 16.47%
4 Financials 10.76%
5 Healthcare 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.28M 0.01%
70,432
-3,126
127
$1.14M ﹤0.01%
14,279
-12,351
128
$1.12M ﹤0.01%
6,630
+1,144
129
$1.07M ﹤0.01%
7,196
+674
130
$1.07M ﹤0.01%
24,904
-39,192
131
$1.06M ﹤0.01%
2,708
-66
132
$1.01M ﹤0.01%
4,776
+489
133
$990K ﹤0.01%
47,922
+23,274
134
$903K ﹤0.01%
+10,092
135
$894K ﹤0.01%
+10,108
136
$628K ﹤0.01%
20,260
-424
137
$585K ﹤0.01%
33,175
-664
138
$422K ﹤0.01%
5,714
-9,891
139
$392K ﹤0.01%
9,964
-3,119
140
$336K ﹤0.01%
2,093
141
$227K ﹤0.01%
+3,641
142
$182K ﹤0.01%
+15,313
143
– –
-14,697
144
– –
-100,659
145
– –
-165,283
146
– –
0
147
– –
-1,495,474
148
– –
0
149
– –
-728,540
150
– –
-14,073
3 4 5
6
7