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
$12.1B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$217M
2
+$105M
3
+$82.9M
4
TTC icon
Toro Company
TTC
+$76.8M
5
MHK icon
Mohawk Industries
MHK
+$71.8M

Top Sells

1
+$268M
2
+$161M
3
+$88.4M
4
IDXX icon
Idexx Laboratories
IDXX
+$82.1M
5
GDDY icon
GoDaddy
GDDY
+$77.4M

Sector Composition

1 Technology 21.54%
2 Healthcare 19.33%
3 Consumer Discretionary 16.13%
4 Industrials 15.94%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$649M 5.21%
4,880,669
-96,432
2
$632M 5.08%
8,626,977
+578,940
3
$533M 4.28%
7,791,690
-897,669
4
$484M 3.89%
8,487,379
+229,790
5
$442M 3.55%
1,646,360
-36,969
6
$438M 3.52%
5,354,482
-3,271,431
7
$433M 3.48%
1,937,854
+119,936
8
$420M 3.37%
1,959,024
+334,869
9
$366M 2.94%
5,475,083
+704,103
10
$365M 2.94%
10,211,238
-223,681
11
$351M 2.82%
6,803,675
-360,535
12
$339M 2.73%
3,310,885
-339,264
13
$321M 2.58%
4,543,148
-1,096,659
14
$314M 2.52%
4,290,594
-78,363
15
$313M 2.51%
14,009,123
+1,470,878
16
$289M 2.32%
1,559,071
+383,755
17
$281M 2.26%
5,408,096
-910,943
18
$275M 2.21%
1,131,822
+430,300
19
$262M 2.1%
8,526,876
-1,688,056
20
$257M 2.07%
11,795,600
+1,342,216
21
$246M 1.98%
4,166,244
-69,798
22
$237M 1.91%
1,144,832
+24,907
23
$227M 1.82%
2,211,961
-422,930
24
$217M 1.74%
+4,462,193
25
$191M 1.54%
1,975,797
+263,150
1
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