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
$451M
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$452K
2
+$379K
3
+$356K
4
CBRE icon
CBRE Group
CBRE
+$349K
5
CSCO icon
Cisco
CSCO
+$270K

Top Sells

1
+$729K
2
+$231K
3
+$45.6K
4
PYPL icon
PayPal
PYPL
+$20.2K
5
DUK icon
Duke Energy
DUK
+$9.89K

Sector Composition

1 Technology 32.46%
2 Financials 23.83%
3 Consumer Discretionary 18.41%
4 Communication Services 10.96%
5 Industrials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$377K 0.08%
4,400
27
$368K 0.08%
12,635
28
$343K 0.08%
4,297
-48
29
$318K 0.07%
5,980
+22
30
$275K 0.06%
3,545
31
$275K 0.06%
10,930
32
$273K 0.06%
2,875
-480
33
$270K 0.06%
+5,005
34
$254K 0.06%
1,340
35
$250K 0.06%
6,216
+42
36
$238K 0.05%
976
+4
37
$237K 0.05%
2,635
-110
38
$228K 0.05%
1,860
-20
39
$225K 0.05%
10,940
40
$221K 0.05%
9,312
+31
41
$218K 0.05%
+7,070
42
$217K 0.05%
1,509
-21
43
$216K 0.05%
+2,035
44
$201K 0.04%
+3,155
45
– –
-2,915
1
2