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
51
$156M 0.51%
491,364
+387,174
52
$149M 0.48%
1,122,717
+519,252
53
$139M 0.45%
1,910,684
-1,551,690
54
$129M 0.42%
+267,471
55
$128M 0.41%
1,256,466
-707,410
56
$125M 0.41%
4,068,056
+3,153,848
57
$121M 0.39%
331,612
+237,382
58
$119M 0.39%
6,566,913
+325,907
59
$118M 0.38%
+452,376
60
$113M 0.37%
690,159
+330,359
61
$108M 0.35%
2,623,915
+1,489,640
62
$103M 0.33%
673,509
-801,574
63
$102M 0.33%
285,248
-17,992
64
$95.7M 0.31%
823,950
+390,237
65
$89M 0.29%
+1,317,340
66
$88.1M 0.29%
+2,850,430
67
$87.6M 0.28%
2,171,634
+963,386
68
$83.3M 0.27%
152,283
+46,460
69
$83.1M 0.27%
127,555
-283,778
70
$82.5M 0.27%
664,704
-306,304
71
$82M 0.27%
615,013
-232,774
72
$76.1M 0.25%
+3,093,960
73
$65.8M 0.21%
213,410
+47,451
74
$65.1M 0.21%
158,707
+155,755
75
$58.2M 0.19%
2,370,856
-1,401,101
1 2
3
4 5