SEM

Suncoast Equity Management Portfolio holdings

AUM $1B
1-Year Est. Return 20.88%
This Quarter Est. Return
1 Year Est. Return
+20.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$11.9M
3 +$8.59M
4
ACN icon
Accenture
ACN
+$5.23M
5
HBI icon
Hanesbrands
HBI
+$5M

Top Sells

1 +$11.4M
2 +$9.6M
3 +$2.79M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.62M

Sector Composition

1 Consumer Discretionary 25.62%
2 Financials 19.28%
3 Technology 18.31%
4 Healthcare 9.99%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$474K 0.15%
+6,522
27
$457K 0.14%
+9,685
28
$457K 0.14%
+6,005
29
$452K 0.14%
+20,130
30
$214K 0.07%
+3,600
31
$204K 0.06%
+1,300
32
-229,400
33
-420,024