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
$715M
AUM Growth
-$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$782K
2
+$508K
3
+$364K
4
FTNT icon
Fortinet
FTNT
+$248K
5
CPRT icon
Copart
CPRT
+$246K

Top Sells

1
+$18.9M
2
+$4.52M
3
+$4.06M
4
ACN icon
Accenture
ACN
+$3.61M
5
PYPL icon
PayPal
PYPL
+$3M

Sector Composition

1 Technology 36.04%
2 Financials 19.19%
3 Consumer Discretionary 15.55%
4 Communication Services 15.24%
5 Healthcare 13.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$892K 0.12%
5,930
+610
27
$822K 0.11%
4,856
+536
28
$819K 0.11%
4,165
+1,220
29
$735K 0.1%
6,810
-640
30
$497K 0.07%
872
+140
31
$463K 0.06%
7,490
32
$384K 0.05%
2,000
33
$358K 0.05%
695
+105
34
$341K 0.05%
1,415
+5
35
$326K 0.05%
750
+105
36
$301K 0.04%
2,655
+385
37
$301K 0.04%
4,897
38
$297K 0.04%
1,840
+4
39
$284K 0.04%
2,980
+420
40
$284K 0.04%
2,750
41
$278K 0.04%
965
+165
42
$248K 0.03%
+4,250
43
$246K 0.03%
2,175
44
$246K 0.03%
+7,080
45
$241K 0.03%
1,180
+200
46
$229K 0.03%
+533
47
$224K 0.03%
+360
48
– –
-118,122
49
– –
-2,458
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