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
$22.4B
AUM Growth
-$2.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1 +$395M
2 +$358M
3 +$268M
4
IDXX icon
Idexx Laboratories
IDXX
+$195M
5
BJ icon
BJs Wholesale Club
BJ
+$184M

Top Sells

1 +$348M
2 +$266M
3 +$228M
4
BN icon
Brookfield
BN
+$223M
5
SGI
Somnigroup International
SGI
+$218M

Sector Composition

1 Industrials 25.54%
2 Technology 22.28%
3 Consumer Discretionary 16.3%
4 Healthcare 10.59%
5 Financials 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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-626,640
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-3,641
156
-137,839
157
0
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160
0
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-1,491,157
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-269,041
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0
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-423,397
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-525,404
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0
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-2,384,467
169
-6,630
170
0
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-14,140
172
-91,439
173
-24,904
174
-551,878