Select Equity Group

Select Equity Group Portfolio holdings

AUM $23.5B
1-Year Est. Return 24.77%
This Quarter Est. Return
1 Year Est. Return
+24.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.1B
AUM Growth
-$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$186M
2 +$185M
3 +$162M
4
MIDD icon
Middleby
MIDD
+$144M
5
SCI icon
Service Corp International
SCI
+$137M

Top Sells

1 +$448M
2 +$277M
3 +$256M
4
FAST icon
Fastenal
FAST
+$232M
5
WMS icon
Advanced Drainage Systems
WMS
+$189M

Sector Composition

1 Technology 32.11%
2 Financials 13.89%
3 Healthcare 13.85%
4 Industrials 13.83%
5 Consumer Discretionary 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-4,418
177
-767,389
178
-117,480
179
0
180
0
181
-14,636
182
-70,950