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
$545M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$6.08M
3
+$6.05M
4
MCD icon
McDonald's
MCD
+$1.33M
5
NWBI icon
Northwest Bancshares
NWBI
+$543K

Top Sells

1
+$16M
2
+$12.5M
3
+$2.13M
4
ACN icon
Accenture
ACN
+$1.94M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.72M

Sector Composition

1 Technology 45.34%
2 Healthcare 16.32%
3 Consumer Discretionary 13.36%
4 Financials 12.7%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.28%
8,345
+1,100
27
$1.33M 0.24%
+5,043
28
$933K 0.17%
8,260
+380
29
$683K 0.13%
10,260
+450
30
$644K 0.12%
1,964
+75
31
$635K 0.12%
3,710
+135
32
$619K 0.11%
20,342
+702
33
$616K 0.11%
5,645
+105
34
$593K 0.11%
990
+40
35
$549K 0.1%
2,988
+110
36
$543K 0.1%
+38,859
37
$540K 0.1%
7,235
+340
38
$521K 0.1%
6,430
+240
39
$493K 0.09%
341
+15
40
$491K 0.09%
1,625
-405
41
$480K 0.09%
2,690
+85
42
$463K 0.09%
2,664
+106
43
$437K 0.08%
2,365
+90
44
$433K 0.08%
1,003
+35
45
$422K 0.08%
9,100
+305
46
$417K 0.08%
17,610
+590
47
$414K 0.08%
8,475
+280
48
$412K 0.08%
2,550
+90
49
$404K 0.07%
990
+35
50
$387K 0.07%
+1,012
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