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
$314M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1 +$5.65M
2 +$4.27M
3 +$3.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.37M
5
HBI icon
Hanesbrands
HBI
+$1.18M

Top Sells

1 +$11.7M
2 +$5.3M
3 +$1.57M
4
ACN icon
Accenture
ACN
+$1.57M
5
BKNG icon
Booking.com
BKNG
+$1.51M

Sector Composition

1 Consumer Discretionary 24.67%
2 Financials 20.61%
3 Technology 14.62%
4 Communication Services 13.53%
5 Industrials 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$362K 0.12%
16,470
27
$338K 0.11%
5,055
28
$326K 0.1%
6,875
29
$249K 0.08%
12,521
30
$242K 0.08%
3,115
31
$224K 0.07%
3,590
32
-70,195
33
-2,974