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
$25.2B
AUM Growth
-$2.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$146M
3
+$135M
4
LYV icon
Live Nation Entertainment
LYV
+$133M
5
MIDD icon
Middleby
MIDD
+$104M

Top Sells

1
+$138M
2
+$135M
3
+$130M
4
ROL icon
Rollins
ROL
+$120M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$103M

Sector Composition

1 Industrials 24.01%
2 Technology 21.72%
3 Consumer Discretionary 16.76%
4 Financials 11.97%
5 Materials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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