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
$852M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$15.9M
2 +$13.4M
3 +$2.22M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.05M
5
NVDA icon
NVIDIA
NVDA
+$1.64M

Top Sells

1 +$18.4M
2 +$8.81M
3 +$1.39M
4
CSCO icon
Cisco
CSCO
+$1.35M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$654K

Sector Composition

1 Technology 47.31%
2 Healthcare 15.49%
3 Financials 12.01%
4 Industrials 8.08%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,534
77
-26,778