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
76
$57.9M 0.19%
+127,128
77
$57.8M 0.19%
171,434
+103,824
78
$54.3M 0.18%
+816,497
79
$54M 0.17%
+318,559
80
$51M 0.17%
5,003,277
+1,695,375
81
$50.4M 0.16%
+886,674
82
$47.7M 0.15%
457,062
-383,360
83
$46.8M 0.15%
+41,207
84
$45.1M 0.15%
210,492
-87,320
85
$44.2M 0.14%
456,686
-319,191
86
$43.1M 0.14%
+400,556
87
$40.8M 0.13%
+381,151
88
$37.7M 0.12%
2,503,015
+75,870
89
$36.9M 0.12%
588,175
+49,103
90
$35.2M 0.11%
1,163,741
-369,609
91
$34.1M 0.11%
541,920
-335,090
92
$33.7M 0.11%
+222,824
93
$33.5M 0.11%
+222,883
94
$32.9M 0.11%
454,479
-246,598
95
$32.9M 0.11%
242,087
-2,889,793
96
$32.7M 0.11%
659,998
-1,421
97
$28.8M 0.09%
684,917
-179,223
98
$27.8M 0.09%
672,076
-98,851
99
$25.4M 0.08%
1,513,820
+1,474,373
100
$24.9M 0.08%
218,843
+80,267
2 3
4
5 6