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
$24.1B
AUM Growth
-$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$185M
3
+$162M
4
MIDD icon
Middleby
MIDD
+$144M
5
SCI icon
Service Corp International
SCI
+$137M

Top Sells

1
+$448M
2
+$277M
3
+$256M
4
FAST icon
Fastenal
FAST
+$232M
5
WMS icon
Advanced Drainage Systems
WMS
+$189M

Sector Composition

1 Technology 32.11%
2 Financials 13.89%
3 Healthcare 13.85%
4 Industrials 13.83%
5 Consumer Discretionary 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$731K ﹤0.01%
41,841
152
$706K ﹤0.01%
100,003
-34,904
153
$660K ﹤0.01%
8,186
154
$594K ﹤0.01%
35,675
155
$557K ﹤0.01%
51,583
156
$556K ﹤0.01%
47,414
+6,637
157
$540K ﹤0.01%
8,904
+3,802
158
$375K ﹤0.01%
+23,377
159
$345K ﹤0.01%
+28,513
160
$322K ﹤0.01%
+5,178
161
$276K ﹤0.01%
9,012
162
$261K ﹤0.01%
+11,640
163
$259K ﹤0.01%
26,619
-17,709,058
164
$149K ﹤0.01%
+44,529
165
– –
0
166
– –
0
167
– –
0
168
– –
-478,262
169
– –
0
170
– –
0
171
– –
0
172
– –
-140,581
173
– –
-36,414
174
– –
-3,641,049
175
– –
0
4 5 6
7
8