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
$411M
AUM Growth
-$96.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$8.9M
3 +$5.15M
4
ACN icon
Accenture
ACN
+$794K
5
MSFT icon
Microsoft
MSFT
+$691K

Top Sells

1 +$21.1M
2 +$20.4M
3 +$10.6M
4
CSCO icon
Cisco
CSCO
+$575K
5
BDX icon
Becton Dickinson
BDX
+$468K

Sector Composition

1 Technology 34.93%
2 Financials 21.88%
3 Consumer Discretionary 16.12%
4 Communication Services 12.81%
5 Healthcare 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-725
52
-2,407
53
-662
54
-2,000
55
-2,750
56
-920
57
-1,007