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
126
$1.95M 0.01%
49,208
+6,300
127
$1.95M 0.01%
30,195
+1,258
128
$1.94M 0.01%
69,911
+11,445
129
$1.93M 0.01%
33,461
+3,015
130
$1.73M 0.01%
117,033
+11,595
131
$1.7M 0.01%
44,408
+12,087
132
$1.56M 0.01%
37,524
+7,091
133
$1.41M ﹤0.01%
70,324
-359,281
134
$1.31M ﹤0.01%
37,496
+12,572
135
$1.27M ﹤0.01%
14,506
+2,174
136
$1.26M ﹤0.01%
34,253
-543
137
$1.25M ﹤0.01%
46,537
+4,125
138
$1.24M ﹤0.01%
42,014
+6,904
139
$1.24M ﹤0.01%
+9,192
140
$1.17M ﹤0.01%
11,777
+9,254
141
$1.15M ﹤0.01%
+4,234
142
$1.05M ﹤0.01%
8,025
-1,728
143
$956K ﹤0.01%
+29,329
144
$946K ﹤0.01%
41,843
-213
145
$943K ﹤0.01%
7,086
+394
146
$943K ﹤0.01%
44,698
+4,437
147
$883K ﹤0.01%
66,662
+24,803
148
$870K ﹤0.01%
7,991
+736
149
$864K ﹤0.01%
60,390
+5,862
150
$829K ﹤0.01%
10,350
+939
4 5
6
7 8