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

Top Buys

1 +$24M
2 +$10.6M
3 +$1.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.09M
5
TJX icon
TJX Companies
TJX
+$899K

Top Sells

1 +$28.9M
2 +$14.3M
3 +$909K
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
-29,466
78
-4,180