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
$11.2B
AUM Growth
-$628M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$56.4M
3
+$53.7M
4
SSNC icon
SS&C Technologies
SSNC
+$43.7M
5
BEN icon
Franklin Resources
BEN
+$42.3M

Top Sells

1
+$97.3M
2
+$94.1M
3
+$91.4M
4
EXPD icon
Expeditors International
EXPD
+$80.8M
5
IDXX icon
Idexx Laboratories
IDXX
+$78.7M

Sector Composition

1 Healthcare 30.3%
2 Consumer Discretionary 19.56%
3 Industrials 18.97%
4 Technology 10.99%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$730M 6.41%
11,767,582
+92,848
2
$595M 5.23%
7,223,223
-269,528
3
$461M 4.05%
7,746,798
+369,541
4
$422M 3.71%
2,223,629
+23,626
5
$380M 3.34%
2,141,626
+158,614
6
$380M 3.34%
1,040,345
-40,161
7
$348M 3.06%
2,353,957
-444,208
8
$327M 2.88%
12,555,558
+683,148
9
$301M 2.64%
1,141,663
-9,936
10
$292M 2.57%
5,963,885
-1,647,467
11
$273M 2.4%
3,930,563
-309,365
12
$272M 2.39%
4,012,980
-185,343
13
$272M 2.39%
3,891,828
+35,895
14
$270M 2.37%
2,907,917
-847,261
15
$259M 2.27%
9,172,724
-355,964
16
$234M 2.06%
2,024,913
-790,246
17
$220M 1.93%
6,856,189
+1,677,106
18
$202M 1.77%
11,157,750
-5,385,315
19
$196M 1.73%
13,705,696
-5,344,904
20
$192M 1.69%
1,961,295
-157,569
21
$192M 1.68%
2,726,908
-5,375
22
$184M 1.62%
743,455
+90,410
23
$181M 1.59%
7,357,814
+138,614
24
$168M 1.48%
12,906,488
+108,470
25
$154M 1.36%
804,288
+428,657
1
2 3 4 5