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
$676M
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$16.4M
3
+$14.7M
4
KLAC icon
KLA
KLAC
+$11.8M
5
CTAS icon
Cintas
CTAS
+$594K

Top Sells

1
+$36.1M
2
+$33.9M
3
+$19.2M
4
MSFT icon
Microsoft
MSFT
+$4.09M
5
ACN icon
Accenture
ACN
+$3.44M

Sector Composition

1 Technology 43.62%
2 Consumer Discretionary 18.04%
3 Healthcare 12.53%
4 Financials 12.06%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.2%
5,365
+385
27
$1.25M 0.19%
7,716
+486
28
$1.08M 0.16%
6,455
+405
29
$949K 0.14%
8,920
+5,580
30
$907K 0.13%
2,145
+1,315
31
$886K 0.13%
7,530
+4,670
32
$777K 0.11%
3,118
+1,995
33
$717K 0.11%
4,745
+455
34
$662K 0.1%
21,100
+13,100
35
$647K 0.1%
1,563
+965
36
$627K 0.09%
9,175
+5,800
37
$624K 0.09%
2,104
+1,350
38
$592K 0.09%
2,450
+1,520
39
$580K 0.09%
1,060
+665
40
$577K 0.09%
3,650
+2,285
41
$530K 0.08%
2,495
+1,480
42
$526K 0.08%
17,710
+11,310
43
$511K 0.08%
2,855
+1,830
44
$498K 0.07%
1,055
+645
45
$497K 0.07%
+10,890
46
$492K 0.07%
+1,055
47
$479K 0.07%
349
+221
48
$444K 0.07%
7,410
+4,915
49
$428K 0.06%
+9,845
50
$367K 0.05%
2,000
1
2
3