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
$23.5B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$272M
2
+$192M
3
+$138M
4
PWR icon
Quanta Services
PWR
+$134M
5
ALC icon
Alcon
ALC
+$115M

Top Sells

1
+$231M
2
+$171M
3
+$169M
4
SAIA icon
Saia
SAIA
+$168M
5
DAY
Dayforce
DAY
+$165M

Sector Composition

1 Industrials 23.68%
2 Technology 22.8%
3 Consumer Discretionary 16.91%
4 Healthcare 11.02%
5 Financials 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.53M 0.03%
55,318
+7,333
127
$7.41M 0.03%
170,781
-5,523
128
$7.34M 0.03%
500,007
+97,020
129
$7.26M 0.03%
83,702
+29,657
130
$6.35M 0.03%
+133,059
131
$5.68M 0.02%
69,873
-2,069
132
$5.56M 0.02%
+347,366
133
$5.46M 0.02%
63,306
+41,613
134
$5.43M 0.02%
58,242
-69,380
135
$5.18M 0.02%
318,917
+11,595
136
$4.57M 0.02%
43,332
+33,536
137
$4.51M 0.02%
83,770
+65,219
138
$3.56M 0.02%
+512,914
139
$3.44M 0.01%
49,071
-77,191
140
$2.28M 0.01%
67,568
+16,659
141
$1.79M 0.01%
+37,016
142
$577K ﹤0.01%
+25,759
143
$570K ﹤0.01%
+14,909
144
$420K ﹤0.01%
2,093
145
– –
-37,230
146
– –
-35,917
147
– –
-15,763
148
– –
-809,461
149
– –
-242,640
150
– –
-111,296
3 4 5
6
7