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
101
$24.6M 0.08%
1,218,178
-296,197
102
$22.7M 0.07%
513,336
-470,063
103
$21.3M 0.07%
+415,226
104
$18.7M 0.06%
2,578,776
+70,992
105
$18.6M 0.06%
122,916
+5,194
106
$16.3M 0.05%
+720,934
107
$15.6M 0.05%
250,111
-135,741
108
$15.4M 0.05%
+552,158
109
$13.8M 0.04%
+243,575
110
$13.7M 0.04%
212,617
-816,945
111
$12.4M 0.04%
83,260
-43,256
112
$10.5M 0.03%
1,002,032
-42,240
113
$10.4M 0.03%
+136,867
114
$7.24M 0.02%
343,216
-620,412
115
$6.57M 0.02%
213,394
+179,410
116
$6.53M 0.02%
51,456
-780
117
$5.88M 0.02%
192,357
+18,933
118
$5.18M 0.02%
+219,231
119
$4.94M 0.02%
30,320
+1,960
120
$3.16M 0.01%
16,281
+1,919
121
$2.59M 0.01%
128,799
+21,655
122
$2.23M 0.01%
9,778
-383
123
$2.13M 0.01%
19,358
+1,496
124
$1.99M 0.01%
11,435
-1,955,815
125
$1.96M 0.01%
84,845
-7,711
3 4
5
6 7