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
$852M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$13.4M
3
+$2.22M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.05M
5
NVDA icon
NVIDIA
NVDA
+$1.64M

Top Sells

1
+$18.4M
2
+$8.81M
3
+$1.39M
4
CSCO icon
Cisco
CSCO
+$1.35M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$654K

Sector Composition

1 Technology 47.31%
2 Healthcare 15.49%
3 Financials 12.01%
4 Industrials 8.08%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.15M 0.49%
5,331
+276
27
$2.76M 0.32%
27,209
+1,714
28
$2.54M 0.3%
13,047
+1,042
29
$2.46M 0.29%
14,067
+1,920
30
$2.46M 0.29%
46,995
-351,810
31
$2.29M 0.27%
6,780
32
$1.8M 0.21%
8,758
+713
33
$1.72M 0.2%
10,020
+400
34
$1.53M 0.18%
1,223
+48
35
$1.45M 0.17%
25,000
+1,160
36
$1.38M 0.16%
2,639
-519
37
$1.3M 0.15%
4,624
-419
38
$1.27M 0.15%
9,365
+480
39
$1.27M 0.15%
8,112
+402
40
$1.21M 0.14%
4,625
+1,410
41
$1.16M 0.14%
13,248
+8,718
42
$1.12M 0.13%
3,638
+150
43
$1.11M 0.13%
5,745
+1,350
44
$953K 0.11%
2,296
+145
45
$849K 0.1%
8,885
+420
46
$833K 0.1%
21,610
+1,030
47
$739K 0.09%
3,188
+238
48
$706K 0.08%
1,258
+68
49
$704K 0.08%
2,430
-60
50
$702K 0.08%
1,830
-3,619
1
2
3 4