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
$595M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$5.68M
3
+$1.4M
4
CSCO icon
Cisco
CSCO
+$1.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$630K

Top Sells

1
+$11.4M
2
+$10.1M
3
+$720K
4
MSFT icon
Microsoft
MSFT
+$312K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$283K

Sector Composition

1 Technology 45.36%
2 Consumer Discretionary 14.44%
3 Healthcare 14.3%
4 Financials 12.23%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 0.29%
9,412
+1,067
27
$1.63M 0.27%
4,735
+175
28
$1.41M 0.24%
5,048
+5
29
$1.4M 0.24%
+8,185
30
$1.1M 0.18%
+21,060
31
$958K 0.16%
8,280
+20
32
$834K 0.14%
11,130
+870
33
$830K 0.14%
22,070
+1,728
34
$731K 0.12%
1,040
+50
35
$701K 0.12%
6,205
+560
36
$672K 0.11%
8,123
+888
37
$662K 0.11%
3,142
+154
38
$649K 0.11%
2,840
+839
39
$635K 0.11%
1,551
+539
40
$624K 0.1%
+2,554
41
$614K 0.1%
9,240
+765
42
$602K 0.1%
3,725
+15
43
$582K 0.1%
6,740
+310
44
$572K 0.1%
374
+33
45
$552K 0.09%
2,834
+144
46
$540K 0.09%
1,080
+90
47
$517K 0.09%
2,664
48
$495K 0.08%
18,370
+760
49
$489K 0.08%
2,660
+110
50
$467K 0.08%
38,859
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