We are live on ! Find out more
Select Equity Group

Select Equity Group Portfolio holdings

AUM $18.8B
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.33%
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
+$179M
2
+$150M
3
+$134M
4
VIK icon
Viking Holdings
VIK
+$130M
5
MIDD icon
Middleby
MIDD
+$115M

Top Sells

1
+$141M
2
+$129M
3
+$122M
4
ROL icon
Rollins
ROL
+$113M
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
151
– –
0
152
– –
-526,069
153
– –
-155,000
154
– –
-31,897
155
– –
-319,777
156
– –
-680,369
157
– –
-413,131
158
– –
-65,962
159
– –
-522,897
160
– –
-21,490
161
– –
-89,943
162
– –
0
163
– –
-349,363
164
– –
0
165
– –
0
166
– –
-11,759
167
– –
0
168
– –
-121,100
169
– –
0
170
– –
-17,148
171
– –
0
172
– –
-117,543
173
– –
0
174
– –
-215,782
3 4 5 6
7