SEM

Suncoast Equity Management Portfolio holdings

AUM $990M
1-Year Est. Return 18.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.87%
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
+$11.1M
2
+$10.5M
3
+$6M
4
ACN icon
Accenture
ACN
+$937K
5
MSFT icon
Microsoft
MSFT
+$720K

Top Sells

1
+$21.1M
2
+$20.4M
3
+$11.3M
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
1 2
3