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
$569M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$463K
3
+$132K
4
UNH icon
UnitedHealth
UNH
+$132K
5
LLY icon
Eli Lilly
LLY
+$112K

Top Sells

1
+$9M
2
+$7.13M
3
+$2.84M
4
ACN icon
Accenture
ACN
+$2.69M
5
V icon
Visa
V
+$2.38M

Sector Composition

1 Technology 36.77%
2 Financials 21.83%
3 Consumer Discretionary 14.96%
4 Communication Services 12.46%
5 Healthcare 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$648K 0.11%
4,677
+952
27
$533K 0.09%
3,720
+640
28
$463K 0.08%
+4,780
29
$463K 0.08%
5,285
+200
30
$353K 0.06%
2,935
31
$286K 0.05%
2,000
32
$277K 0.05%
1,861
+42
33
$257K 0.05%
7,057
34
$227K 0.04%
6,533
-139
35
$223K 0.04%
2,750
36
$211K 0.04%
7,200
37
– –
-8,750
38
– –
-4,731
39
– –
-10,230
40
– –
-4,825
1
2