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
$9.06B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$63.6M
3
+$61M
4
KKR icon
KKR & Co
KKR
+$57.2M
5
TECH icon
Bio-Techne
TECH
+$50.4M

Top Sells

1
+$259M
2
+$67.7M
3
+$61.8M
4
BX icon
Blackstone
BX
+$59.8M
5
INTU icon
Intuit
INTU
+$56.2M

Sector Composition

1 Consumer Discretionary 24.61%
2 Industrials 18.94%
3 Financials 12.09%
4 Healthcare 10.81%
5 Materials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$488M 5.33%
49,352,910
+672,045
2
$374M 4.08%
8,114,888
+340,402
3
$357M 3.9%
3,528,072
-120,606
4
$356M 3.88%
5,412,507
-470,775
5
$342M 3.73%
10,253,222
+765,278
6
$329M 3.6%
2,423,103
+123,201
7
$325M 3.55%
4,881,359
-157,935
8
$290M 3.17%
3,245,220
+91,075
9
$253M 2.77%
425,028
+5,123
10
$251M 2.74%
9,134,671
-100,240
11
$248M 2.71%
17,318,966
+100,847
12
$245M 2.68%
3,743,228
+38,149
13
$245M 2.67%
19,308,696
-1,215,400
14
$243M 2.65%
1,309,676
+23,558
15
$234M 2.55%
2,698,856
+313,625
16
$212M 2.32%
4,728,613
+1,077,117
17
$193M 2.11%
1,591,383
+7,382
18
$192M 2.1%
16,792,744
+358,032
19
$181M 1.98%
3,419,100
-285,456
20
$158M 1.73%
1,488,058
+91,310
21
$152M 1.66%
2,822,488
+66,264
22
$151M 1.65%
1,424,495
-2,444,420
23
$143M 1.57%
4,415,092
+1,878,781
24
$139M 1.52%
1,860,307
+191,789
25
$139M 1.51%
2,693,589
+51,053
1
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