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
$26.8B
AUM Growth
-$3.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$373M
2
+$273M
3
+$266M
4
RVTY icon
Revvity
RVTY
+$239M
5
TECH icon
Bio-Techne
TECH
+$216M

Top Sells

1
+$357M
2
+$244M
3
+$200M
4
CLVT icon
Clarivate
CLVT
+$153M
5
RGEN icon
Repligen
RGEN
+$152M

Sector Composition

1 Technology 33.75%
2 Financials 15.21%
3 Healthcare 13.43%
4 Industrials 12.86%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.2B 3.83%
3,994,483
+178,078
2
$1.14B 3.67%
7,265,848
+167,338
3
$1.1B 3.54%
18,929,929
+390,496
4
$1.05B 3.37%
7,409,141
+1,677,951
5
$991M 3.17%
4,097,822
-39,497
6
$971M 3.11%
20,634,489
+5,640,036
7
$893M 2.86%
2,380,566
-104,988
8
$890M 2.85%
9,662,561
+1,572,228
9
$874M 2.8%
9,533,813
+115,664
10
$807M 2.58%
9,775,997
+2,379,283
11
$798M 2.55%
5,531,945
+527,372
12
$680M 2.18%
6,464,526
-565,518
13
$606M 1.94%
10,444,122
-4,201,457
14
$543M 1.74%
19,114,926
+14,870
15
$541M 1.73%
10,115,606
+2,036,017
16
$475M 1.52%
8,157,044
-37,543
17
$458M 1.47%
5,285,724
+2,491,780
18
$457M 1.46%
6,034,637
+765,023
19
$439M 1.4%
11,313,760
+342,720
20
$430M 1.38%
12,317,919
+1,830,939
21
$426M 1.36%
1,215,127
+1,062,844
22
$421M 1.35%
1,199,504
+233,272
23
$411M 1.32%
12,769,072
+685,412
24
$409M 1.31%
9,902,793
+133,204
25
$405M 1.3%
16,245,288
+1,527,100
1
2 3 4 5