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
$666M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15.4M
3
+$12.1M
4
AAPL icon
Apple
AAPL
+$1.78M
5
TJX icon
TJX Companies
TJX
+$1.2M

Top Sells

1
+$13.8M
2
+$13.7M
3
+$13.6M
4
TROW icon
T. Rowe Price
TROW
+$701K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$437K

Sector Composition

1 Technology 46.17%
2 Healthcare 13.99%
3 Consumer Discretionary 13.38%
4 Financials 11.78%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.57M 0.39%
9,673
+1,388
27
$2.56M 0.38%
10,268
+870
28
$2.54M 0.38%
5,406
+671
29
$1.82M 0.27%
9,819
+407
30
$1.53M 0.23%
5,130
+82
31
$1.27M 0.19%
24,604
+3,544
32
$1.2M 0.18%
+14,095
33
$1.1M 0.16%
8,820
+540
34
$1.05M 0.16%
23,050
+980
35
$997K 0.15%
3,624
+1,070
36
$983K 0.15%
2,218
+667
37
$910K 0.14%
1,125
+85
38
$844K 0.13%
3,363
+221
39
$769K 0.12%
8,155
+32
40
$735K 0.11%
9,726
+486
41
$723K 0.11%
2,915
+75
42
$700K 0.11%
4,180
+455
43
$681K 0.1%
7,310
+570
44
$657K 0.1%
7,470
-3,660
45
$602K 0.09%
2,675
+300
46
$590K 0.09%
19,990
+1,620
47
$568K 0.09%
1,130
+50
48
$563K 0.08%
2,845
+185
49
$550K 0.08%
1,143
+90
50
$509K 0.08%
388
+14
1
2
3 4