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
$789M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$17.3M
2 +$12.8M
3 +$11.3M
4
AAP icon
Advance Auto Parts
AAP
+$1.14M
5
ACN icon
Accenture
ACN
+$943K

Top Sells

1 +$25.1M
2 +$10.9M
3 +$8.56M
4
ABT icon
Abbott
ABT
+$429K
5
MCD icon
McDonald's
MCD
+$341K

Sector Composition

1 Technology 40.95%
2 Consumer Discretionary 16.73%
3 Financials 14.83%
4 Communication Services 13.51%
5 Healthcare 13.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$215K 0.03%
+455
52
$210K 0.03%
+1,025
53
$207K 0.03%
+2,495
54
$205K 0.03%
+6,400
55
$202K 0.03%
+410
56
-41,487
57
-1,415