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
$99.1M
AUM Growth
+$550K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$270K
3
+$269K
4
GILD icon
Gilead Sciences
GILD
+$252K
5
CHKP icon
Check Point Software Technologies
CHKP
+$226K

Top Sells

1
+$2.01M
2
+$204K

Sector Composition

1 Healthcare 23.44%
2 Technology 23.33%
3 Financials 21.02%
4 Communication Services 8.62%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.53M 8.62%
307,428
+9,716
2
$8.29M 8.36%
153,540
+4,980
3
$7.01M 7.07%
39,690
+1,760
4
$6.91M 6.98%
55,325
+1,330
5
$6.5M 6.56%
96,125
+3,335
6
$6.37M 6.43%
79,945
+2,055
7
$6.11M 6.17%
86,185
+3,560
8
$5.62M 5.68%
103,768
+3,560
9
$5.55M 5.6%
135,397
+1,675
10
$5.21M 5.26%
69,380
+1,460
11
$4.79M 4.83%
129,600
+3,800
12
$4.71M 4.76%
89,050
+3,130
13
$4.69M 4.73%
59,465
+1,775
14
$4.62M 4.66%
119,890
+5,770
15
$3.7M 3.74%
159,299
+4,443
16
$3.37M 3.4%
48,915
+1,095
17
$2.76M 2.79%
53,745
+805
18
$2.17M 2.2%
8,607
+152
19
$2.13M 2.15%
55,390
+987
20
– –
-6,115
21
– –
-25,000