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
$429M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$258K
3
+$248K
4
SHW icon
Sherwin-Williams
SHW
+$232K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$229K

Top Sells

1
+$4.99M
2
+$244K
3
+$237K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$79.2K
5
HD icon
Home Depot
HD
+$57K

Sector Composition

1 Technology 30.14%
2 Financials 25.07%
3 Consumer Discretionary 19.41%
4 Communication Services 11.39%
5 Industrials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$383K 0.09%
4,400
27
$363K 0.08%
12,635
28
$340K 0.08%
3,445
+365
29
$279K 0.07%
7,070
30
$271K 0.06%
3,695
+325
31
$258K 0.06%
+10,930
32
$232K 0.05%
+1,530
33
$229K 0.05%
10,940
34
$228K 0.05%
3,545
35
$228K 0.05%
+2,039
36
$227K 0.05%
+4,050
37
$224K 0.05%
+1,340
38
$224K 0.05%
+882
39
$220K 0.05%
2,745
40
– –
-5,465
1
2