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
$757M
AUM Growth
+$95.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$13.7M
3
+$1.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.27M
5
ETN icon
Eaton
ETN
+$975K

Top Sells

1
+$21.5M
2
+$767K
3
+$592K
4
POOL icon
Pool Corp
POOL
+$436K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$292K

Sector Composition

1 Technology 47.54%
2 Healthcare 14.88%
3 Financials 11.74%
4 Consumer Discretionary 10.8%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.45M 0.46%
11,061
+398
27
$2.95M 0.39%
5,055
+143
28
$2.39M 0.32%
25,495
+1,280
29
$2.24M 0.3%
12,005
+427
30
$2.06M 0.27%
12,147
+375
31
$2.06M 0.27%
6,780
32
$1.89M 0.25%
5,449
-62,027
33
$1.52M 0.2%
+8,045
34
$1.5M 0.2%
3,158
+302
35
$1.5M 0.2%
5,043
-220
36
$1.45M 0.19%
9,620
-60
37
$1.37M 0.18%
1,175
-12
38
$1.35M 0.18%
26,778
+790
39
$1.17M 0.15%
23,840
-850
40
$1.06M 0.14%
8,885
+1,100
41
$986K 0.13%
3,488
-105
42
$859K 0.11%
7,710
-60
43
$742K 0.1%
4,395
+600
44
$707K 0.09%
2,151
-77
45
$666K 0.09%
20,580
-530
46
$656K 0.09%
1,182
47
$649K 0.09%
1,190
-13
48
$645K 0.09%
8,465
+15
49
$641K 0.08%
3,215
+860
50
$630K 0.08%
2,490
-350
1
2
3 4