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
$24.2B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$168M
3
+$116M
4
ONON icon
On Holding
ONON
+$111M
5
ITT icon
ITT
ITT
+$101M

Top Sells

1
+$209M
2
+$183M
3
+$158M
4
POOL icon
Pool Corp
POOL
+$143M
5
ANSS
Ansys
ANSS
+$142M

Sector Composition

1 Technology 28.28%
2 Industrials 18.29%
3 Consumer Discretionary 16.86%
4 Financials 12.92%
5 Healthcare 12.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.24B 5.1%
11,239,468
-116,259
2
$1.12B 4.57%
5,532,606
+16,432
3
$1.05B 4.31%
15,498,118
+561,265
4
$1.03B 4.22%
14,753,756
-957,888
5
$1.02B 4.17%
2,480,509
-385,545
6
$951M 3.9%
21,943,195
+2,023,854
7
$924M 3.79%
11,125,421
-160,179
8
$843M 3.45%
3,598,908
-338,726
9
$687M 2.82%
7,317,625
+612,657
10
$627M 2.57%
2,826,961
-268,322
11
$617M 2.53%
1,510,931
-511,452
12
$609M 2.49%
5,728,268
-879,854
13
$598M 2.45%
8,329,880
-391,098
14
$594M 2.43%
4,637,711
-661,150
15
$551M 2.26%
4,876,540
-435,193
16
$511M 2.09%
3,054,725
+1,004,960
17
$474M 1.94%
5,707,710
+158,700
18
$415M 1.7%
2,926,587
-78,003
19
$388M 1.59%
10,395,079
-1,038,475
20
$367M 1.5%
8,731,428
+45,584
21
$356M 1.46%
3,966,148
-998,921
22
$332M 1.36%
4,876,036
+361,958
23
$326M 1.34%
643,753
+140,220
24
$322M 1.32%
1,401,683
-3,988
25
$301M 1.23%
7,408,970
-110,920
1
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