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
$9.5B
AUM Growth
+$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$136M
3
+$118M
4
GNRC icon
Generac Holdings
GNRC
+$100M
5
MSM icon
MSC Industrial Direct
MSM
+$96.3M

Top Sells

1
+$181M
2
+$150M
3
+$93.9M
4
HOG icon
Harley-Davidson
HOG
+$65M
5
DINO icon
HF Sinclair
DINO
+$62M

Sector Composition

1 Consumer Discretionary 23.67%
2 Industrials 22.55%
3 Financials 12.92%
4 Healthcare 10.09%
5 Materials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$506M 5.15%
50,371,680
+1,018,770
2
$421M 4.29%
3,597,408
+69,336
3
$397M 4.04%
8,381,441
+266,553
4
$374M 3.81%
10,422,690
+169,468
5
$365M 3.72%
2,634,959
+211,856
6
$361M 3.68%
5,235,678
-176,829
7
$354M 3.61%
3,705,627
+1,006,771
8
$282M 2.88%
3,305,325
+60,105
9
$281M 2.86%
18,797,600
-511,096
10
$276M 2.81%
3,951,432
-929,927
11
$272M 2.77%
414,558
-10,470
12
$254M 2.59%
16,423,602
-895,364
13
$232M 2.37%
3,723,232
-19,996
14
$228M 2.33%
1,365,214
+55,538
15
$216M 2.2%
17,908,920
+1,116,176
16
$209M 2.13%
1,543,034
-48,349
17
$205M 2.09%
1,881,195
+393,137
18
$199M 2.03%
6,205,179
-2,929,492
19
$163M 1.66%
2,881,836
+888,344
20
$158M 1.61%
2,868,160
+45,672
21
$155M 1.58%
5,200,512
+661,621
22
$147M 1.49%
2,802,902
+109,313
23
$146M 1.49%
+5,154,693
24
$140M 1.43%
1,696,941
-163,366
25
$136M 1.39%
+4,335,714
1
2 3 4 5