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
$12.9B
AUM Growth
+$819M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$185M
2
+$138M
3
+$123M
4
MLM icon
Martin Marietta Materials
MLM
+$95.7M
5
ANSS
Ansys
ANSS
+$90.8M

Top Sells

1
+$359M
2
+$256M
3
+$208M
4
BFAM icon
Bright Horizons
BFAM
+$115M
5
RVTY icon
Revvity
RVTY
+$93M

Sector Composition

1 Technology 23.55%
2 Healthcare 20.32%
3 Industrials 15.56%
4 Consumer Discretionary 14.59%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$746M 5.52%
7,670,471
-956,506
2
$738M 5.46%
4,656,945
-223,724
3
$528M 3.91%
7,923,966
-563,413
4
$510M 3.77%
6,929,358
-862,332
5
$457M 3.38%
10,328,848
+117,610
6
$456M 3.37%
5,932,047
+456,964
7
$448M 3.32%
2,463,993
+526,139
8
$419M 3.1%
1,573,282
-73,078
9
$395M 2.92%
2,399,200
+840,129
10
$370M 2.74%
6,859,625
+55,950
11
$366M 2.71%
6,720,593
+2,258,400
12
$321M 2.38%
4,368,794
+78,200
13
$318M 2.35%
3,810,167
-732,981
14
$288M 2.13%
13,804,575
-204,548
15
$278M 2.05%
1,137,196
-7,636
16
$275M 2.04%
2,337,467
-973,418
17
$275M 2.03%
11,694,408
-101,192
18
$274M 2.03%
2,858,783
+882,986
19
$267M 1.97%
4,694,756
-713,340
20
$244M 1.81%
8,259,952
+2,668,708
21
$237M 1.75%
7,212,978
-1,313,898
22
$207M 1.53%
3,870,473
-295,771
23
$197M 1.46%
5,176,494
-313,848
24
$196M 1.45%
1,932,460
-279,501
25
$185M 1.37%
+4,100,970
1
2 3 4 5