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
$757M
AUM Growth
+$95.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$13.8M
2 +$13.7M
3 +$1.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.27M
5
ETN icon
Eaton
ETN
+$975K

Top Sells

1 +$21.5M
2 +$767K
3 +$592K
4
POOL icon
Pool Corp
POOL
+$436K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$292K

Sector Composition

1 Technology 47.54%
2 Healthcare 14.88%
3 Financials 11.74%
4 Consumer Discretionary 10.8%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-19,829
77
-679
78
-10,091