SEM
Suncoast Equity Management Portfolio holdings
AUM
$977M
This Quarter Return
+7.08%
1 Year Return
+20.87%
3 Year Return
+103.74%
5 Year Return
+158.33%
10 Year Return
+481.82%
AUM
$429M
AUM Growth
+$429M
(+7.4%)
Cap. Flow
+$6.38M
Cap. Flow
% of AUM
1.49%
Top 10 Holdings %
Top 10 Hldgs %
61.81%
Holding
41
New
6
Increased
14
Reduced
12
Closed
1
Top Buys
| 1 |
Apple
AAPL
|
$9.8M |
| 2 |
TGE
Tallgrass Energy, LP Class A Shares
TGE
|
$258K |
| 3 |
Automatic Data Processing
ADP
|
$248K |
| 4 |
Sherwin-Williams
SHW
|
$232K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$229K |
Top Sells
| 1 |
CBRE Group
CBRE
|
$4.99M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$244K |
| 3 |
TEP
Tallgrass Energy Partners, LP
TEP
|
$237K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$79.2K |
| 5 |
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% |
