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
$896M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$1.92M
3
+$976K
4
YELP icon
Yelp
YELP
+$721K
5
NTAP icon
NetApp
NTAP
+$648K

Top Sells

1
+$34.4M
2
+$1.86M
3
+$1.7M
4
MSA icon
Mine Safety
MSA
+$1.12M
5
AAPL icon
Apple
AAPL
+$982K

Sector Composition

1 Technology 51%
2 Financials 12.16%
3 Healthcare 11.97%
4 Communication Services 8.73%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$667K 0.07%
2,370
52
$648K 0.07%
+5,580
53
$630K 0.07%
1,524
+158
54
$623K 0.07%
509
+49
55
$608K 0.07%
14,146
+1,546
56
$600K 0.07%
1,543
-64
57
$546K 0.06%
19,500
58
$430K 0.05%
1,064
+255
59
$421K 0.05%
+102,997
60
$416K 0.05%
772
+33
61
$415K 0.05%
+706
62
$413K 0.05%
20,800
63
$384K 0.04%
2,048
64
$378K 0.04%
740
+245
65
$378K 0.04%
+5,000
66
$334K 0.04%
2,652
67
$311K 0.03%
+2,843
68
$292K 0.03%
+3,229
69
$286K 0.03%
2,044
70
$282K 0.03%
+1,441
71
$261K 0.03%
1,803
+4
72
$233K 0.03%
26,370
+353
73
$211K 0.02%
51,194
74
$210K 0.02%
1,800
-275
75
$66.6K 0.01%
16,941
+591
1 2
3
4