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
$26.8B
AUM Growth
-$3.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$373M
2
+$273M
3
+$266M
4
RVTY icon
Revvity
RVTY
+$239M
5
TECH icon
Bio-Techne
TECH
+$216M

Top Sells

1
+$357M
2
+$244M
3
+$200M
4
CLVT icon
Clarivate
CLVT
+$153M
5
RGEN icon
Repligen
RGEN
+$152M

Sector Composition

1 Technology 33.75%
2 Financials 15.21%
3 Healthcare 13.43%
4 Industrials 12.86%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-11,435
152
– –
-1,122,717
153
– –
0
154
– –
-6,570,344
155
– –
0
156
– –
-8,604
157
– –
-242,087
158
– –
-219,231
159
– –
-588,175
160
– –
-415,226
161
– –
-2,850,430
162
– –
0
163
– –
0
164
– –
-816,497
165
– –
-318,559
166
– –
-83,260
167
– –
-343,216
168
– –
0
169
– –
-1,317,340
170
– –
-243,575
171
– –
-222,824
172
– –
-136,867
173
– –
-456,686
174
– –
-26,186
175
– –
-32,992
4 5 6
7
8