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
$662M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$11.5M
3
+$1.59M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.07M
5
TJX icon
TJX Companies
TJX
+$891K

Top Sells

1
+$28.9M
2
+$14.3M
3
+$897K
4
KEYS icon
Keysight
KEYS
+$700K
5
KO icon
Coca-Cola
KO
+$340K

Sector Composition

1 Technology 45.12%
2 Consumer Discretionary 13.84%
3 Healthcare 13.7%
4 Financials 11.96%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,648
77
– –
-11,921
78
– –
-342,816
1 2 3
4