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
$512M
AUM Growth
-$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$5.01M
2 +$404K
3 +$81.8K
4
SHW icon
Sherwin-Williams
SHW
+$19.4K
5
TROW icon
T. Rowe Price
TROW
+$16.3K

Top Sells

1 +$2.73M
2 +$2.48M
3 +$2.45M
4
AAPL icon
Apple
AAPL
+$2.04M
5
MRK icon
Merck
MRK
+$1.59M

Sector Composition

1 Technology 42.29%
2 Consumer Discretionary 17.4%
3 Healthcare 15.12%
4 Financials 11.87%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$291K 0.06%
1,780
-370
52
$283K 0.06%
4,897
53
$244K 0.05%
2,175
54
-3,060
55
-2,750
56
-7,890