Select Equity Group

Select Equity Group Portfolio holdings

AUM $21.5B
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.4B
AUM Growth
+$2.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1 +$506M
2 +$460M
3 +$319M
4
CP icon
Canadian Pacific Kansas City
CP
+$191M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$171M

Top Sells

1 +$354M
2 +$258M
3 +$227M
4
MORN icon
Morningstar
MORN
+$210M
5
TSM icon
TSMC
TSM
+$201M

Sector Composition

1 Industrials 25.58%
2 Technology 19.73%
3 Consumer Discretionary 17.29%
4 Financials 11.82%
5 Healthcare 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
0
152
-338,020
153
-65,730
154
-603,877
155
0
156
-237,137
157
-12,662
158
-12,850
159
0
160
0
161
-15,858
162
-1,614,042
163
-365,912
164
0
165
-1,992,258
166
-175,208
167
-155,579
168
-66,523
169
-5,246
170
0
171
-776,523
172
-159,320
173
-284,093
174
-15,458