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

Top Buys

1 +$13.9M
2 +$12.9M
3 +$2.14M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.95M
5
MRK icon
Merck
MRK
+$1.53M

Top Sells

1 +$16.8M
2 +$9.34M
3 +$1.35M
4
HD icon
Home Depot
HD
+$1.32M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$620K

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
-12,000
77
-1,297