Select Equity Group

Select Equity Group Portfolio holdings

AUM $23.5B
1-Year Est. Return 24.77%
This Quarter Est. Return
1 Year Est. Return
+24.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.2B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1 +$484M
2 +$434M
3 +$375M
4
TRU icon
TransUnion
TRU
+$269M
5
DAY icon
Dayforce
DAY
+$268M

Top Sells

1 +$555M
2 +$485M
3 +$251M
4
SCI icon
Service Corp International
SCI
+$232M
5
MTN icon
Vail Resorts
MTN
+$202M

Sector Composition

1 Technology 39.93%
2 Financials 14.2%
3 Consumer Discretionary 14.09%
4 Industrials 11.59%
5 Healthcare 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$200K ﹤0.01%
+2,181
152
-21,441
153
-360,085
154
-473,521
155
-423,386
156
-1,792,299
157
-385,768
158
-12,122
159
0
160
-11,618
161
-10,200
162
-579,126
163
-645,227
164
-1,732,092
165
-44,398
166
-745,204
167
-2,143,059
168
-225,300
169
-234,748
170
-209,089
171
-6,187