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
$27.7B
AUM Growth
+$570M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1 +$377M
2 +$357M
3 +$261M
4
TRMB icon
Trimble
TRMB
+$167M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$132M

Top Sells

1 +$336M
2 +$276M
3 +$239M
4
PTC icon
PTC
PTC
+$215M
5
CLH icon
Clean Harbors
CLH
+$204M

Sector Composition

1 Industrials 23.69%
2 Technology 22.63%
3 Consumer Discretionary 16.94%
4 Financials 11.3%
5 Materials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-968,088
152
-37,846
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0
154
-55,885
155
-2,223,030
156
0
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0
158
0
159
-969,311
160
-29,739
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0
162
-257,781
163
-76,558
164
-42,103
165
-3,404,257
166
-396,742
167
-117,573
168
-256,595
169
-957,466
170
-71,332