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
$26.6B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$220M
2
+$219M
3
+$205M
4
RVTY icon
Revvity
RVTY
+$169M
5
TMO icon
Thermo Fisher Scientific
TMO
+$141M

Top Sells

1
+$241M
2
+$154M
3
+$146M
4
INTU icon
Intuit
INTU
+$139M
5
SCI icon
Service Corp International
SCI
+$132M

Sector Composition

1 Technology 28.67%
2 Industrials 18.33%
3 Consumer Discretionary 16.32%
4 Healthcare 13.24%
5 Financials 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.35B 5.02%
11,355,727
+1,419,313
2
$1.32B 4.92%
2,866,054
-521,120
3
$1.08B 4.03%
15,711,644
-806,579
4
$1.03B 3.83%
11,285,600
-226,528
5
$1.01B 3.77%
5,516,174
-116,700
6
$1B 3.72%
14,936,853
-1,562,210
7
$831M 3.09%
2,022,383
-195,258
8
$798M 2.97%
19,919,341
+5,464,233
9
$783M 2.92%
5,298,861
+515,896
10
$779M 2.9%
3,095,283
-70,013
11
$772M 2.87%
3,937,634
+37,544
12
$743M 2.77%
6,704,968
-105,870
13
$725M 2.7%
6,608,122
-851,068
14
$569M 2.12%
8,720,978
-123,092
15
$564M 2.1%
5,549,010
-16,199
16
$522M 1.94%
5,311,733
-391,501
17
$490M 1.82%
11,433,554
-1,488,754
18
$428M 1.59%
3,004,590
-490,412
19
$415M 1.54%
9,213,588
-254,157
20
$405M 1.51%
6,265,113
-2,049,321
21
$393M 1.46%
1,049,583
-302,537
22
$381M 1.42%
4,965,069
-725,668
23
$369M 1.37%
8,685,844
-2,126,082
24
$368M 1.37%
4,514,078
-1,126,819
25
$337M 1.25%
2,049,765
+1,248,361
1
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