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
$26.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$220M
2
+$219M
3
+$205M
4
RVTY icon
Revvity
RVTY
+$169M
5
TMO icon
Thermo Fisher Scientific
TMO
+$141M

Top Sells

1
+$241M
2
+$154M
3
+$146M
4
INTU icon
Intuit
INTU
+$139M
5
SCI icon
Service Corp International
SCI
+$132M

Sector Composition

1 Technology 28.67%
2 Industrials 18.33%
3 Consumer Discretionary 16.32%
4 Healthcare 13.24%
5 Financials 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$807K ﹤0.01%
+40,929
152
$449K ﹤0.01%
26,944
-9,194
153
$414K ﹤0.01%
+7,211
154
$381K ﹤0.01%
11,026
+1,307
155
$305K ﹤0.01%
14,423
156
$253K ﹤0.01%
5,474
-18,587
157
– –
-35,212
158
– –
-10,978
159
– –
-2,109
160
– –
-58,197
161
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-1,214,116
162
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0
163
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-678,775
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-17,442
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-325,815
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0
169
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-9,006
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-28,624
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-161,622
175
– –
-7,651
4 5 6
7
8