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
$877M
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$18.4M
2 +$13M
3 +$4.78M
4
MSFT icon
Microsoft
MSFT
+$4.4M
5
NVDA icon
NVIDIA
NVDA
+$4.37M

Sector Composition

1 Technology 50.11%
2 Healthcare 14.67%
3 Financials 11.65%
4 Communication Services 7.89%
5 Industrials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-172,788
77
-577
78
-2,072