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Select Equity Group

Select Equity Group Portfolio holdings

AUM $18.8B
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.4B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$161M
3
+$119M
4
MKL icon
Markel Group
MKL
+$90.9M
5
PTC icon
PTC
PTC
+$76.1M

Top Sells

1
+$204M
2
+$202M
3
+$177M
4
SGI
Somnigroup International
SGI
+$167M
5
VIK icon
Viking Holdings
VIK
+$153M

Sector Composition

1 Technology 22.84%
2 Industrials 21.15%
3 Consumer Discretionary 18.53%
4 Financials 11.74%
5 Healthcare 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.03B 4.42%
8,620,046
-1,077,111
2
$988M 4.23%
11,712,040
-2,124,723
3
$952M 4.07%
15,319,071
-2,561,849
4
$910M 3.89%
5,571,318
-1,280,051
5
$739M 3.16%
3,688,625
-370,873
6
$732M 3.13%
382,732
+46,363
7
$704M 3.01%
3,940,989
-286,763
8
$690M 2.95%
12,134,768
-578,641
9
$662M 2.83%
4,155,629
+102,919
10
$653M 2.79%
1,036,563
-146,704
11
$624M 2.67%
7,644,739
-999,847
12
$620M 2.65%
2,218,165
-41,820
13
$570M 2.44%
6,076,399
+330,694
14
$558M 2.39%
4,196,399
-531,105
15
$552M 2.36%
4,357,641
+306,228
16
$550M 2.35%
6,609,399
-315,342
17
$527M 2.26%
1,837,035
-295,757
18
$522M 2.23%
9,691,396
-1,774,298
19
$501M 2.14%
6,727,682
-34,724
20
$489M 2.09%
1,976,784
-75,649
21
$488M 2.09%
2,103,702
+990,401
22
$478M 2.04%
735,769
-171,086
23
$369M 1.58%
3,845,496
-69,857
24
$341M 1.46%
1,142,066
+208,576
25
$333M 1.43%
1,157,534
+31,618
1
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