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
$789M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$12.8M
3
+$11.3M
4
AAP icon
Advance Auto Parts
AAP
+$1.14M
5
ACN icon
Accenture
ACN
+$943K

Top Sells

1
+$25.1M
2
+$10.9M
3
+$8.56M
4
ABT icon
Abbott
ABT
+$429K
5
MCD icon
McDonald's
MCD
+$341K

Sector Composition

1 Technology 40.95%
2 Consumer Discretionary 16.73%
3 Financials 14.83%
4 Communication Services 13.51%
5 Healthcare 13.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.14%
+4,730
27
$1.05M 0.13%
6,050
+120
28
$979K 0.12%
7,230
+420
29
$965K 0.12%
4,990
+134
30
$844K 0.11%
4,290
+125
31
$504K 0.06%
754
-118
32
$479K 0.06%
7,490
33
$470K 0.06%
830
+80
34
$464K 0.06%
977
+444
35
$377K 0.05%
2,000
36
$371K 0.05%
2,860
+205
37
$370K 0.05%
3,340
+360
38
$356K 0.05%
598
-97
39
$315K 0.04%
1,844
+4
40
$308K 0.04%
2,750
41
$303K 0.04%
8,000
+920
42
$298K 0.04%
4,897
43
$282K 0.04%
+1,365
44
$260K 0.03%
395
+35
45
$259K 0.03%
1,015
+50
46
$254K 0.03%
2,175
47
$251K 0.03%
+1,123
48
$243K 0.03%
3,375
-875
49
$226K 0.03%
930
-250
50
$217K 0.03%
+128
1
2
3