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
$24.3B
AUM Growth
+$4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$385M
2
+$333M
3
+$256M
4
TSCO icon
Tractor Supply
TSCO
+$178M
5
PAYX icon
Paychex
PAYX
+$167M

Top Sells

1
+$412M
2
+$252M
3
+$248M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$233M
5
ULTA icon
Ulta Beauty
ULTA
+$170M

Sector Composition

1 Technology 39.24%
2 Consumer Discretionary 14.01%
3 Financials 11.99%
4 Healthcare 11.82%
5 Industrials 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.48B 6.08%
10,326,036
+1,019,219
2
$1.11B 4.56%
37,340,165
+11,193,910
3
$1B 4.11%
3,527,000
+110,214
4
$983M 4.04%
7,460,355
+565,290
5
$879M 3.61%
10,592,681
+711,462
6
$821M 3.37%
11,283,378
+350,918
7
$796M 3.27%
9,110,337
+739,370
8
$755M 3.1%
5,333,726
+984,664
9
$674M 2.77%
4,584,714
-527,272
10
$667M 2.74%
6,262,928
-2,360,963
11
$659M 2.7%
13,889,579
+948,514
12
$648M 2.66%
7,195,422
-735,474
13
$643M 2.64%
13,097,643
+254,885
14
$616M 2.53%
4,129,350
+444,788
15
$614M 2.52%
6,386,560
+1,163,703
16
$607M 2.49%
6,518,891
+1,792,651
17
$599M 2.46%
18,317,188
-1,602,036
18
$586M 2.41%
2,041,392
-593,672
19
$563M 2.31%
5,936,499
-373,727
20
$518M 2.13%
2,235,907
+1,661,332
21
$493M 2.02%
17,526,670
+6,325,955
22
$492M 2.02%
1,763,116
-543,188
23
$380M 1.56%
4,226,224
-448,780
24
$379M 1.56%
5,156,033
+60,079
25
$356M 1.46%
3,583,888
-205,727
1
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