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
$17.2B
AUM Growth
+$3.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$284M
3
+$283M
4
TSCO icon
Tractor Supply
TSCO
+$263M
5
PYPL icon
PayPal
PYPL
+$254M

Top Sells

1
+$286M
2
+$248M
3
+$222M
4
LYV icon
Live Nation Entertainment
LYV
+$198M
5
TRMB icon
Trimble
TRMB
+$146M

Sector Composition

1 Technology 36.5%
2 Consumer Discretionary 13.03%
3 Healthcare 11.93%
4 Financials 11.24%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
0
152
– –
0
153
– –
-96,335
154
– –
-222,870
155
– –
-4,571,191
156
– –
-111,540
157
– –
-1,202,869
158
– –
-61,728
159
– –
0
160
– –
-146,672
161
– –
-153,713
162
– –
-2,364,944
163
– –
0
164
– –
-1,286,022
165
– –
-3,659,638
166
– –
-876,571
167
– –
0
168
– –
-177,513
169
– –
0
170
– –
-981,158
171
– –
-1,113,511
172
– –
-40,843
173
– –
-1,470,105
174
– –
-130,134
3 4 5 6
7