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
$896M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$1.92M
3 +$976K
4
YELP icon
Yelp
YELP
+$721K
5
NTAP icon
NetApp
NTAP
+$648K

Top Sells

1 +$34.4M
2 +$1.86M
3 +$1.7M
4
MSA icon
Mine Safety
MSA
+$1.12M
5
AAPL icon
Apple
AAPL
+$982K

Sector Composition

1 Technology 51%
2 Financials 12.16%
3 Healthcare 11.97%
4 Communication Services 8.73%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$25.8K ﹤0.01%
22,644
-67,356
77
-2,950
78
-58,876
79
-6,295
80
-1,652
81
-1,724
82
-9,707
83
-11,262