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
$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
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