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
$508M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$410K
3 +$319K
4
CPRT icon
Copart
CPRT
+$310K
5
CPAY icon
Corpay
CPAY
+$290K

Top Sells

1 +$8.24M
2 +$6.16M
3 +$474K
4
META icon
Meta Platforms (Facebook)
META
+$433K
5
MA icon
Mastercard
MA
+$397K

Sector Composition

1 Technology 32.23%
2 Financials 20.86%
3 Consumer Discretionary 19.38%
4 Communication Services 11.1%
5 Healthcare 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$213K 0.04%
+662
52
$210K 0.04%
+2,555
53
$206K 0.04%
+1,440
54
$200K 0.04%
+535
55
-8,150