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
$472M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$205K
2
+$196K
3
+$192K
4
MCD icon
McDonald's
MCD
+$181K
5
UNH icon
UnitedHealth
UNH
+$163K

Top Sells

1
+$2.32M
2
+$1.74M
3
+$1.62M
4
MA icon
Mastercard
MA
+$1.61M
5
ACN icon
Accenture
ACN
+$1.58M

Sector Composition

1 Technology 30.66%
2 Financials 22.4%
3 Consumer Discretionary 21.86%
4 Communication Services 10.75%
5 Industrials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$549K 0.12%
9,847
+2,436
27
$510K 0.11%
2,784
+648
28
$492K 0.1%
2,293
+842
29
$486K 0.1%
3,546
+991
30
$453K 0.1%
2,925
+840
31
$443K 0.09%
1,795
+453
32
$411K 0.09%
1,054
+492
33
$280K 0.06%
2,164
-2,775
34
$265K 0.06%
7,055
-1,760
35
$258K 0.05%
2,000
36
$244K 0.05%
2,750
37
$233K 0.05%
8,150
38
$219K 0.05%
6,413
+153
1
2