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SEM

Suncoast Equity Management Portfolio holdings

AUM $833M
1-Year Est. Return 11.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$833M
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$17.5M
3
+$16.3M
4
TJX icon
TJX Companies
TJX
+$14.9M
5
AON icon
Aon
AON
+$14.8M

Top Sells

1
+$57.6M
2
+$34.2M
3
+$22.4M
4
NVDA icon
NVIDIA
NVDA
+$4.28M
5
LLY icon
Eli Lilly
LLY
+$3.81M

Sector Composition

1 Technology 37.01%
2 Financials 17.03%
3 Healthcare 15.91%
4 Communication Services 13.62%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAH icon
51
Cardinal Health
CAH
$52.4B
$935K 0.11%
+4,425
HURN icon
52
Huron Consulting
HURN
$1.77B
$883K 0.11%
6,928
-1,675
IDXX icon
53
Idexx Laboratories
IDXX
$44.2B
$838K 0.1%
1,491
-335
EW icon
54
Edwards Lifesciences
EW
$49B
$828K 0.1%
10,345
-2,818
USFD icon
55
US Foods
USFD
$20.6B
$823K 0.1%
8,925
-2,055
CHKP icon
56
Check Point Software Technologies
CHKP
$12.9B
$804K 0.1%
5,625
-805
HQY icon
57
HealthEquity
HQY
$7.39B
$773K 0.09%
9,250
-2,240
STE icon
58
Steris
STE
$20.2B
$771K 0.09%
3,485
-832
HD icon
59
Home Depot
HD
$327B
$755K 0.09%
2,295
-8
PLTR icon
60
Palantir
PLTR
$307B
$734K 0.09%
5,021
+21
G icon
61
Genpact
G
$5.43B
$722K 0.09%
19,378
-4,679
WMT icon
62
Walmart Inc
WMT
$963B
$691K 0.08%
5,557
+155
VEEV icon
63
Veeva Systems
VEEV
$25.9B
$648K 0.08%
3,690
-735
FDX icon
64
FedEx
FDX
$80.7B
$579K 0.07%
1,626
-60
NBIX icon
65
Neurocrine Biosciences
NBIX
$16.1B
$532K 0.06%
4,035
-1,050
JNJ icon
66
Johnson & Johnson
JNJ
$580B
$521K 0.06%
2,133
+250
ADSK icon
67
Autodesk
ADSK
$41.9B
$520K 0.06%
+2,172
CDNS icon
68
Cadence Design Systems
CDNS
$106B
$500K 0.06%
+1,798
CPRT icon
69
Copart
CPRT
$28.5B
$494K 0.06%
14,890
-21,485
QQQ icon
70
Invesco QQQ Trust
QQQ
$479B
$449K 0.05%
778
+19
SFM icon
71
Sprouts Farmers Market
SFM
$8.12B
$447K 0.05%
5,800
-1,440
TXN icon
72
Texas Instruments
TXN
$274B
$405K 0.05%
2,087
HIG icon
73
Hartford Financial Services
HIG
$35.5B
$384K 0.05%
2,843
VOO icon
74
Vanguard S&P 500 ETF
VOO
$976B
$380K 0.05%
636
-119
KO icon
75
Coca-Cola
KO
$355B
$339K 0.04%
+4,460
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3
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