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SEM

Suncoast Equity Management Portfolio holdings

AUM $833M
1-Year Est. Return 11.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$411M
AUM Growth
-$96.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.5M
3
+$6M
4
ACN icon
Accenture
ACN
+$937K
5
MSFT icon
Microsoft
MSFT
+$720K

Top Sells

1
+$21.1M
2
+$20.4M
3
+$11.3M
4
CSCO icon
Cisco
CSCO
+$575K
5
BDX icon
Becton Dickinson
BDX
+$468K

Sector Composition

1 Technology 34.93%
2 Financials 21.88%
3 Consumer Discretionary 16.12%
4 Communication Services 12.81%
5 Healthcare 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$411K 0.1%
3,105
+152
27
$402K 0.1%
+9,085
28
$388K 0.09%
2,345
+60
29
$349K 0.08%
7,297
-4,347
30
$326K 0.08%
+4,285
31
$295K 0.07%
2,935
-105,812
32
$285K 0.07%
2,171
+3
33
$225K 0.05%
7,056
34
– –
-1,785
35
– –
-2,450
36
– –
-248,000
37
– –
-343,587
38
– –
-1,440
39
– –
-4,740
40
– –
-1,337
41
– –
-3,300
42
– –
-1,885
43
– –
-535
44
– –
-6,800
45
– –
-2,555
46
– –
-6,362
47
– –
-1,060
48
– –
-725
49
– –
-2,407
50
– –
-662
1
2
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