Select Equity Group Portfolio holdings
AUM
$23.5B
This Quarter Return
+5.57%
1 Year Return
+24.77%
3 Year Return
+78.89%
5 Year Return
+141.27%
10 Year Return
+373.45%
AUM
$26.6B
AUM Growth
+$26.6B
(+0.45%)
Cap. Flow
-$848M
Cap. Flow
% of AUM
-3.18%
Top 10 Holdings %
Top 10 Hldgs %
37.49%
Holding
178
New
18
Increased
59
Reduced
78
Closed
20
Top Buys
| 1 |
Mine Safety
MSA
|
$220M |
| 2 |
SGI
Somnigroup International Inc.
SGI
|
$219M |
| 3 |
Clean Harbors
CLH
|
$205M |
| 4 |
Revvity
RVTY
|
$169M |
| 5 |
Thermo Fisher Scientific
TMO
|
$141M |
Top Sells
| 1 |
Martin Marietta Materials
MLM
|
$241M |
| 2 |
ANSS
Ansys
ANSS
|
$154M |
| 3 |
SouthState Bank Corporation
SSB
|
$146M |
| 4 |
Intuit
INTU
|
$139M |
| 5 |
Service Corp International
SCI
|
$132M |
Sector Composition
| 1 | Technology | 28.67% |
| 2 | Industrials | 18.33% |
| 3 | Consumer Discretionary | 16.32% |
| 4 | Healthcare | 13.24% |
| 5 | Financials | 11.66% |