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
$85.5M
AUM Growth
+$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$165K
3
+$120K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$108K
5
BEN icon
Franklin Resources
BEN
+$92.3K

Top Sells

1
+$47.9K
2
+$24.7K

Sector Composition

1 Technology 22.07%
2 Healthcare 21.05%
3 Financials 20.97%
4 Consumer Discretionary 11.51%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.92M 8.1%
144,800
+4,988
2
$6.43M 7.53%
294,781
+5,501
3
$6.01M 7.03%
52,940
+950
4
$5.59M 6.54%
75,915
+390
5
$5.19M 6.07%
91,735
+1,495
6
$5.02M 5.88%
79,875
+390
7
$4.99M 5.84%
98,788
+1,825
8
$4.72M 5.53%
36,815
+1,290
9
$4.43M 5.18%
121,948
+218
10
$4.36M 5.1%
111,640
+1,920
11
$4.26M 4.98%
127,917
+1,085
12
$4.25M 4.98%
85,135
+1,810
13
$4.19M 4.9%
67,760
+1,440
14
$3.82M 4.47%
56,760
+846
15
$3.51M 4.11%
149,462
+1,687
16
$2.27M 2.66%
50,805
-553
17
$2.18M 2.55%
8,332
+233
18
$1.9M 2.22%
24,540
+880
19
$1.85M 2.17%
24,270
+715
20
$1.78M 2.08%
53,608
+2,090
21
$1.78M 2.08%
27,124
-731