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Select Equity Group

Select Equity Group Portfolio holdings

AUM $18.8B
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.8B
AUM Growth
+$535M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$345M
2
+$328M
3
+$269M
4
CNM icon
Core & Main
CNM
+$218M
5
MRVI icon
Maravai LifeSciences
MRVI
+$209M

Top Sells

1
+$236M
2
+$169M
3
+$136M
4
CDW icon
CDW
CDW
+$132M
5
GDDY icon
GoDaddy
GDDY
+$125M

Sector Composition

1 Technology 42.05%
2 Financials 14.87%
3 Consumer Discretionary 11.74%
4 Healthcare 11.58%
5 Industrials 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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154
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155
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-12,333
158
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-157,190
159
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-287,332
160
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161
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-815,413
163
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-1,050,471
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