SEM

Suncoast Equity Management Portfolio holdings

AUM $990M
1-Year Est. Return 18.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.87%
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 +$15M
2 +$14.4M
3 +$11.6M
4
AAPL icon
Apple
AAPL
+$1.6M
5
TJX icon
TJX Companies
TJX
+$1.11M

Top Sells

1 +$12.9M
2 +$12.9M
3 +$12.7M
4
TROW icon
T. Rowe Price
TROW
+$701K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$418K

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
-1,930