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
$666M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M
2 +$15.4M
3 +$12.1M
4
AAPL icon
Apple
AAPL
+$1.78M
5
TJX icon
TJX Companies
TJX
+$1.2M

Top Sells

1 +$13.8M
2 +$13.7M
3 +$13.6M
4
TROW icon
T. Rowe Price
TROW
+$701K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$437K

Sector Composition

1 Technology 46.17%
2 Healthcare 13.99%
3 Consumer Discretionary 13.38%
4 Financials 11.78%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-12,695