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
$904M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$2.19M
3
+$2.05M
4
NVDA icon
NVIDIA
NVDA
+$1.89M
5
AAPL icon
Apple
AAPL
+$1.14M

Top Sells

1
+$5.9M
2
+$654K
3
+$409K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$282K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$204K

Sector Composition

1 Technology 49.6%
2 Healthcare 14.76%
3 Financials 10.95%
4 Communication Services 9%
5 Consumer Discretionary 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.9M 0.43%
35,434
+8,225
27
$3.78M 0.42%
12,656
+600
28
$2.95M 0.33%
14,020
+5,262
29
$2.73M 0.3%
50,595
+3,600
30
$2.47M 0.27%
6,780
31
$2.41M 0.27%
14,584
+517
32
$1.95M 0.22%
1,310
+87
33
$1.89M 0.21%
10,800
+780
34
$1.74M 0.19%
9,487
-3,560
35
$1.51M 0.17%
2,766
+127
36
$1.47M 0.16%
27,150
+2,150
37
$1.42M 0.16%
8,778
+666
38
$1.31M 0.15%
10,166
+801
39
$1.25M 0.14%
13,955
+707
40
$1.18M 0.13%
4,615
-9
41
$1.13M 0.12%
6,005
+260
42
$1.08M 0.12%
6,255
+1,630
43
$1.04M 0.12%
3,908
+270
44
$885K 0.1%
2,421
+125
45
$875K 0.1%
9,474
+589
46
$752K 0.08%
1,334
+76
47
$729K 0.08%
23,190
+1,580
48
$717K 0.08%
2,390
-40
49
$679K 0.08%
3,093
+133
50
$649K 0.07%
1,577
+159
1
2
3