Select Equity Group Portfolio holdings
AUM
$23.5B
1-Year Return
24.77%
This Quarter Return
+18.7%
1 Year Return
+24.77%
3 Year Return
+78.89%
5 Year Return
+141.27%
10 Year Return
+373.45%
AUM
$24.3B
AUM Growth
+$4B
(+20%)
Cap. Flow
+$514M
Cap. Flow
% of AUM
2.12%
Top 10 Holdings %
Top 10 Hldgs %
37.78%
Holding
176
New
25
Increased
53
Reduced
58
Closed
39
Top Buys
| 1 |
Morningstar
MORN
|
$385M |
| 2 |
Clarivate
CLVT
|
$333M |
| 3 |
Sensata Technologies
ST
|
$256M |
| 4 |
Tractor Supply
TSCO
|
$178M |
| 5 |
Paychex
PAYX
|
$167M |
Top Sells
| 1 |
Pinterest
PINS
|
$412M |
| 2 |
Dayforce
DAY
|
$252M |
| 3 |
Illumina
ILMN
|
$248M |
| 4 |
HRC
HILL-ROM HOLDINGS, INC.
HRC
|
$233M |
| 5 |
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% |
