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
$566M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$519K
2 +$493K
3 +$463K
4
SHW icon
Sherwin-Williams
SHW
+$409K
5
COR icon
Cencora
COR
+$266K

Top Sells

1 +$1.25M
2 +$343K
3 +$293K
4
ACN icon
Accenture
ACN
+$252K
5
KLAC icon
KLA
KLAC
+$181K

Sector Composition

1 Technology 42.96%
2 Consumer Discretionary 17.37%
3 Healthcare 13.77%
4 Financials 12.32%
5 Communication Services 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$307K 0.05%
2,000
52
$288K 0.05%
4,897
53
$280K 0.05%
2,750
54
$265K 0.05%
2,175
55
$213K 0.04%
3,060
+45
56
-7,716