Select Equity Group

Select Equity Group Portfolio holdings

AUM $23.4B
1-Year Est. Return 17.85%
This Quarter Est. Return
1 Year Est. Return
+17.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30.7B
AUM Growth
-$2.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$302M
2
+$299M
3
+$297M
4
CSGP icon
CoStar Group
CSGP
+$285M
5
ROL icon
Rollins
ROL
+$231M

Top Sells

1
+$393M
2
+$389M
3
+$340M
4
EVBG
Everbridge, Inc. Common Stock
EVBG
+$249M
5
RH icon
RH
RH
+$227M

Sector Composition

1 Technology 36.28%
2 Financials 16.56%
3 Industrials 11.52%
4 Healthcare 11.45%
5 Consumer Discretionary 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$400M 1.29%
1,801,613
+15,317
27
$398M 1.29%
24,155,156
+1,331,724
28
$389M 1.26%
1,609,050
-103,330
29
$377M 1.22%
2,765,743
-1,420,882
30
$368M 1.19%
21,929,395
+335,716
31
$368M 1.19%
10,486,980
+6,600,504
32
$322M 1.04%
948,008
+177,362
33
$302M 0.98%
+2,793,944
34
$282M 0.91%
11,639,083
+3,018,351
35
$280M 0.91%
4,518,277
+795,863
36
$278M 0.9%
2,888,829
+677,054
37
$277M 0.9%
3,400,278
-30,506
38
$264M 0.86%
3,154,520
-4,652,188
39
$263M 0.85%
1,076,786
-22,169
40
$259M 0.84%
2,181,725
+6,885
41
$224M 0.73%
13,586,678
-747,249
42
$220M 0.71%
4,797,800
-68,935
43
$220M 0.71%
846,459
+189,048
44
$200M 0.65%
+6,570,344
45
$187M 0.6%
1,336,660
+264,680
46
$185M 0.6%
313,308
-8,214
47
$185M 0.6%
+869,532
48
$177M 0.57%
940,504
-19,166
49
$171M 0.55%
2,595,640
-439,189
50
$169M 0.55%
13,971,691
-7,178
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