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
$29.8B
AUM Growth
+$535M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$313M
2
+$306M
3
+$238M
4
CNM icon
Core & Main
CNM
+$215M
5
MRVI icon
Maravai LifeSciences
MRVI
+$210M

Top Sells

1
+$232M
2
+$168M
3
+$147M
4
CDW icon
CDW
CDW
+$127M
5
GDDY icon
GoDaddy
GDDY
+$112M

Sector Composition

1 Technology 42.05%
2 Financials 14.87%
3 Consumer Discretionary 11.74%
4 Healthcare 11.58%
5 Industrials 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.3B 4.36%
7,495,051
-1,340,714
2
$1.24B 4.18%
6,838,216
-697,542
3
$1.2B 4.02%
10,635,776
+621,163
4
$1.18B 3.96%
3,445,720
+353,879
5
$1.16B 3.89%
52,837,364
+2,616,035
6
$1.11B 3.71%
9,087,887
+2,573,655
7
$1.08B 3.62%
4,162,240
+525,245
8
$997M 3.35%
17,985,344
+1,597,989
9
$962M 3.23%
7,640,425
+843,394
10
$810M 2.72%
11,664,578
+1,991,705
11
$809M 2.72%
1,883,020
+429,908
12
$737M 2.47%
6,559,249
-239,257
13
$708M 2.38%
10,153,613
-1,611,704
14
$657M 2.21%
3,173,073
+452,628
15
$635M 2.13%
5,788,924
-10,760
16
$621M 2.09%
15,329,955
-1,204,865
17
$595M 2%
12,122,011
+4,277,119
18
$575M 1.93%
5,109,955
-582,865
19
$574M 1.93%
3,800,154
+150,709
20
$548M 1.84%
4,793,771
-972,674
21
$538M 1.81%
2,790,413
-493,823
22
$531M 1.78%
14,511,524
-1,069,004
23
$506M 1.7%
19,621,049
+1,861,090
24
$489M 1.64%
8,931,387
+1,267,669
25
$448M 1.5%
4,594,238
-158,135
1
2 3 4 5