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
$33.7B
AUM Growth
+$3.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$425M
2
+$353M
3
+$334M
4
FAST icon
Fastenal
FAST
+$319M
5
TDG icon
TransDigm Group
TDG
+$259M

Top Sells

1
+$398M
2
+$261M
3
+$256M
4
ULTA icon
Ulta Beauty
ULTA
+$204M
5
GDDY icon
GoDaddy
GDDY
+$199M

Sector Composition

1 Technology 38.14%
2 Financials 16.72%
3 Industrials 11.48%
4 Healthcare 11.15%
5 Consumer Discretionary 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$666K ﹤0.01%
85,184
-4,566,046
152
$652K ﹤0.01%
38,272
+1,539
153
$594K ﹤0.01%
3,253
-4,494
154
$526K ﹤0.01%
4,421
-6,303
155
$358K ﹤0.01%
+1,609
156
$349K ﹤0.01%
8,064
157
$316K ﹤0.01%
+3,809
158
$269K ﹤0.01%
+2,523
159
$219K ﹤0.01%
+3,875
160
– –
-13,663
161
– –
-76,883
162
– –
-8,674
163
– –
-4,104,702
164
– –
-933,953
165
– –
-372,032
166
– –
-256,866
167
– –
-515,932
168
– –
0
169
– –
-359,491
170
– –
-45,560
171
– –
-171,126
172
– –
-1,918,724
173
– –
-2,350
174
– –
-343,234
3 4 5 6
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