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
$896M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$1.92M
3
+$976K
4
YELP icon
Yelp
YELP
+$721K
5
NTAP icon
NetApp
NTAP
+$648K

Top Sells

1
+$34.4M
2
+$1.86M
3
+$1.7M
4
MSA icon
Mine Safety
MSA
+$1.12M
5
AAPL icon
Apple
AAPL
+$982K

Sector Composition

1 Technology 51%
2 Financials 12.16%
3 Healthcare 11.97%
4 Communication Services 8.73%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.89M 0.32%
7,201
27
$2.85M 0.32%
1,434
+138
28
$2.67M 0.3%
4,550
+1,666
29
$2.53M 0.28%
47,745
+725
30
$2.3M 0.26%
15,154
+162
31
$2.22M 0.25%
12,127
+952
32
$1.98M 0.22%
19,953
-22
33
$1.98M 0.22%
9,761
+894
34
$1.92M 0.21%
+11,766
35
$1.88M 0.21%
40,625
+980
36
$1.73M 0.19%
30,220
+2,230
37
$1.66M 0.18%
11,595
+1,225
38
$1.63M 0.18%
16,010
+1,655
39
$1.52M 0.17%
4,483
+430
40
$1.24M 0.14%
4,278
-18
41
$1.21M 0.14%
7,140
+750
42
$1.12M 0.13%
2,676
+215
43
$1.08M 0.12%
5,770
+365
44
$943K 0.11%
26,220
+2,570
45
$806K 0.09%
10,893
+1,388
46
$801K 0.09%
1,540
+154
47
$781K 0.09%
3,715
+305
48
$776K 0.09%
3,539
+375
49
$732K 0.08%
3,560
+305
50
$721K 0.08%
+18,640
1
2
3 4