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
$17.2B
AUM Growth
+$3.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$284M
3
+$283M
4
TSCO icon
Tractor Supply
TSCO
+$263M
5
PYPL icon
PayPal
PYPL
+$254M

Top Sells

1
+$286M
2
+$248M
3
+$222M
4
LYV icon
Live Nation Entertainment
LYV
+$198M
5
TRMB icon
Trimble
TRMB
+$146M

Sector Composition

1 Technology 36.5%
2 Consumer Discretionary 13.03%
3 Healthcare 11.93%
4 Financials 11.24%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$922M 5.3%
9,403,279
+3,578,650
2
$769M 4.42%
9,702,357
-700,464
3
$686M 3.94%
5,900,726
+5,230
4
$675M 3.88%
9,211,018
+1,304,458
5
$668M 3.84%
3,236,141
-17,499
6
$567M 3.25%
8,077,155
-200,349
7
$530M 3.04%
9,376,764
+1,986,502
8
$526M 3.02%
4,964,726
-308,126
9
$526M 3.02%
8,208,123
+3,311,646
10
$515M 2.96%
23,077,457
+7,887,591
11
$514M 2.95%
12,616,516
+683,360
12
$512M 2.94%
3,702,907
+312,710
13
$498M 2.86%
20,802,348
+1,888,220
14
$474M 2.72%
6,281,283
-150,521
15
$446M 2.56%
11,465,890
+3,322,001
16
$404M 2.32%
6,084,009
+233,749
17
$397M 2.28%
2,960,152
+786,903
18
$390M 2.24%
3,556,503
-311,924
19
$389M 2.24%
5,139,510
-3,992
20
$323M 1.85%
1,772,138
-121,231
21
$321M 1.84%
12,180,610
+9,964,510
22
$316M 1.81%
1,551,525
+157,603
23
$291M 1.67%
4,100,840
-2,030,010
24
$284M 1.63%
+3,262,726
25
$283M 1.62%
+1,640,606
1
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