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
$24.3B
AUM Growth
+$4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$385M
2
+$333M
3
+$256M
4
TSCO icon
Tractor Supply
TSCO
+$178M
5
PAYX icon
Paychex
PAYX
+$167M

Top Sells

1
+$412M
2
+$252M
3
+$248M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$233M
5
ULTA icon
Ulta Beauty
ULTA
+$170M

Sector Composition

1 Technology 39.24%
2 Consumer Discretionary 14.01%
3 Financials 11.99%
4 Healthcare 11.82%
5 Industrials 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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