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
$676M
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$16.4M
3
+$14.7M
4
KLAC icon
KLA
KLAC
+$11.8M
5
CTAS icon
Cintas
CTAS
+$594K

Top Sells

1
+$36.1M
2
+$33.9M
3
+$19.2M
4
MSFT icon
Microsoft
MSFT
+$4.09M
5
ACN icon
Accenture
ACN
+$3.44M

Sector Composition

1 Technology 43.62%
2 Consumer Discretionary 18.04%
3 Healthcare 12.53%
4 Financials 12.06%
5 Communication Services 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$343K 0.05%
1,938
+94
52
$328K 0.05%
+3,015
53
$309K 0.05%
2,750
54
$301K 0.04%
2,175
55
$290K 0.04%
4,897
56
– –
-977
57
– –
-455
58
– –
-179,639
59
– –
-7,490
60
– –
-107,477
61
– –
-136,593
1 2
3