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
$23.5B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$272M
2
+$192M
3
+$138M
4
PWR icon
Quanta Services
PWR
+$134M
5
ALC icon
Alcon
ALC
+$115M

Top Sells

1
+$231M
2
+$171M
3
+$169M
4
SAIA icon
Saia
SAIA
+$168M
5
DAY
Dayforce
DAY
+$165M

Sector Composition

1 Industrials 23.68%
2 Technology 22.8%
3 Consumer Discretionary 16.91%
4 Healthcare 11.02%
5 Financials 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-111,296
152
– –
-37,603
153
– –
-31,062
154
– –
0
155
– –
0
156
– –
0
157
– –
-303,831
158
– –
0
159
– –
-11,749
160
– –
0
161
– –
-100,843
162
– –
-1,560,869
163
– –
-65,686
164
– –
-265,211
165
– –
-1,120,196
166
– –
-234,133
167
– –
0
168
– –
-480,498
169
– –
-36,688
170
– –
-368,860
171
– –
-340,655
172
– –
-2,327,264
173
– –
-32,687
3 4 5 6
7