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
$24.2B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$168M
3
+$116M
4
ONON icon
On Holding
ONON
+$111M
5
ITT icon
ITT
ITT
+$101M

Top Sells

1
+$209M
2
+$183M
3
+$158M
4
POOL icon
Pool Corp
POOL
+$143M
5
ANSS
Ansys
ANSS
+$142M

Sector Composition

1 Technology 28.28%
2 Industrials 18.29%
3 Consumer Discretionary 16.86%
4 Financials 12.92%
5 Healthcare 12.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.39M 0.01%
10,327
+4,300
152
$1.29M 0.01%
53,031
+7,371
153
$1.23M 0.01%
123,901
-35,081
154
$1.01M ﹤0.01%
9,653
-3,019
155
$999K ﹤0.01%
17,272
156
$925K ﹤0.01%
94,864
157
$878K ﹤0.01%
49,029
158
$833K ﹤0.01%
56,659
159
$674K ﹤0.01%
49,129
-39,795
160
$564K ﹤0.01%
+9,230
161
$338K ﹤0.01%
161,054
-89,703
162
$245K ﹤0.01%
14,423
163
$156K ﹤0.01%
+13,060
164
– –
-26,944
165
– –
-83,652
166
– –
-566,305
167
– –
-1,646,245
168
– –
-5,474
169
– –
0
170
– –
-11,026
171
– –
0
172
– –
-105,366
173
– –
-547,335
174
– –
-39,982
175
– –
-104,440
4 5 6
7
8