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
$25.7B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$278M
2
+$199M
3
+$186M
4
SGI
Somnigroup International
SGI
+$143M
5
RVTY icon
Revvity
RVTY
+$143M

Top Sells

1
+$444M
2
+$199M
3
+$194M
4
IBKR icon
Interactive Brokers
IBKR
+$177M
5
ENTG icon
Entegris
ENTG
+$146M

Sector Composition

1 Technology 29.19%
2 Industrials 15.6%
3 Healthcare 14.94%
4 Consumer Discretionary 14.02%
5 Financials 13.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.37B 5.16%
9,777,698
+1,020,617
2
$1.22B 4.59%
3,610,893
-315,297
3
$1.21B 4.55%
6,780,830
-310,681
4
$1.18B 4.46%
18,469,873
-3,030,648
5
$983M 3.7%
17,261,734
-1,329,366
6
$906M 3.41%
2,265,726
-114,920
7
$855M 3.21%
3,945,781
-59,237
8
$743M 2.79%
10,650,078
+402,043
9
$732M 2.75%
7,334,697
+862,364
10
$662M 2.49%
9,739,363
-179,545
11
$661M 2.49%
5,839,470
-102,533
12
$623M 2.34%
2,612,048
+1,165,211
13
$610M 2.29%
5,004,541
-257,595
14
$607M 2.28%
4,536,791
+541,956
15
$593M 2.23%
7,153,947
+1,228,507
16
$579M 2.18%
8,379,769
+905,919
17
$503M 1.89%
5,063,015
-1,278,280
18
$493M 1.85%
10,955,390
-151,530
19
$491M 1.85%
7,489,928
-2,229,732
20
$465M 1.75%
12,732,331
+125,999
21
$454M 1.71%
1,502,159
+139,946
22
$424M 1.59%
11,137,174
-285,738
23
$421M 1.58%
3,504,626
+190,348
24
$418M 1.57%
1,025,050
-54,080
25
$409M 1.54%
8,088,186
+26,670
1
2 3 4 5