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
$310M
AUM Growth
-$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$6.37M
3
+$3.33M

Top Sells

1
+$12.4M
2
+$11.8M
3
+$2.27M
4
BKNG icon
Booking.com
BKNG
+$2.13M
5
ACN icon
Accenture
ACN
+$2.1M

Sector Composition

1 Consumer Discretionary 22.09%
2 Financials 20.91%
3 Technology 16.8%
4 Communication Services 15.54%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$255K 0.08%
3,605
-1,450
27
$251K 0.08%
10,922
-1,599
28
$248K 0.08%
11,160
-5,310
29
$235K 0.08%
2,870
-245
30
$213K 0.07%
3,275
-315
31
– –
-6,110
32
– –
-576,913
33
– –
-165,445
1
2