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
$27.4B
AUM Growth
+$2.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$538M
2
+$517M
3
+$325M
4
FBIN icon
Fortune Brands Innovations
FBIN
+$200M
5
CP icon
Canadian Pacific Kansas City
CP
+$199M

Top Sells

1
+$369M
2
+$281M
3
+$221M
4
MORN icon
Morningstar
MORN
+$215M
5
TSM icon
TSMC
TSM
+$205M

Sector Composition

1 Industrials 25.58%
2 Technology 19.73%
3 Consumer Discretionary 17.29%
4 Financials 11.82%
5 Healthcare 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.38B 4.94%
12,573,719
-366,894
2
$1.19B 4.27%
21,792,857
-696,174
3
$1.16B 4.16%
12,500,767
-2,110,951
4
$1.08B 3.89%
4,792,093
-61,534
5
$1.03B 3.71%
5,682,539
+20,098
6
$992M 3.56%
9,573,280
-3,560,516
7
$942M 3.38%
1,749,668
-346,891
8
$913M 3.28%
6,561,001
+200,713
9
$866M 3.11%
14,146,656
-395,887
10
$766M 2.75%
8,559,466
+2,232,609
11
$729M 2.62%
7,071,011
+121,226
12
$727M 2.61%
16,375,022
+948,245
13
$720M 2.59%
9,123,512
+1,883,729
14
$661M 2.37%
5,174,224
-2,196,873
15
$634M 2.28%
4,237,979
+897,587
16
$561M 2.02%
1,759,321
-675,017
17
$538M 1.93%
+5,384,201
18
$517M 1.86%
+9,723,279
19
$515M 1.85%
8,296,824
-409,080
20
$475M 1.71%
13,621,686
+9,320,314
21
$468M 1.68%
5,394,621
-124,786
22
$460M 1.65%
4,088,683
-111,870
23
$451M 1.62%
1,047,440
-119,700
24
$441M 1.58%
7,584,455
-215,975
25
$404M 1.45%
1,671,042
-153,324
1
2 3 4 5