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
$78.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$6.34M
3
+$5.82M
4
ACN icon
Accenture
ACN
+$5.43M
5
CHKP icon
Check Point Software Technologies
CHKP
+$4.48M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.63%
2 Financials 21.21%
3 Healthcare 20.64%
4 Consumer Discretionary 11.21%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.39M 8.16%
+139,812
2
$6.34M 8.1%
+289,280
3
$5.82M 7.43%
+51,990
4
$5.43M 6.94%
+75,525
5
$4.48M 5.73%
+90,240
6
$4.4M 5.62%
+96,963
7
$4.38M 5.6%
+126,832
8
$4.09M 5.23%
+66,320
9
$4.08M 5.21%
+79,485
10
$4.07M 5.2%
+35,525
11
$3.88M 4.95%
+121,730
12
$3.83M 4.89%
+109,720
13
$3.6M 4.59%
+83,325
14
$3.42M 4.36%
+55,914
15
$3.22M 4.11%
+147,775
16
$2.12M 2.71%
+51,358
17
$2.04M 2.61%
+8,099
18
$1.8M 2.3%
+51,518
19
$1.68M 2.14%
+23,660
20
$1.65M 2.11%
+27,855
21
$1.58M 2.02%
+23,555