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
$182M
AUM Growth
+$75.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.31M
3
+$4.92M
4
MCK icon
McKesson
MCK
+$4.77M
5
CHKP icon
Check Point Software Technologies
CHKP
+$4.64M

Top Sells

1
+$22.4M
2
+$808K

Sector Composition

1 Technology 23.67%
2 Financials 21.74%
3 Consumer Discretionary 18.48%
4 Healthcare 16.56%
5 Industrials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.4M 9%
250,664
+92,888
2
$13.7M 7.51%
91,320
+35,365
3
$13.1M 7.18%
139,094
+52,179
4
$13.1M 7.16%
62,935
+22,980
5
$12.3M 6.72%
156,005
+59,065
6
$11.7M 6.43%
131,350
+49,090
7
$10.2M 5.6%
8,955
+3,398
8
$10M 5.48%
215,378
+76,801
9
$9.98M 5.47%
104,760
+39,434
10
$9.96M 5.46%
207,200
+75,750
11
$9.69M 5.31%
410,418
+157,469
12
$9.31M 5.1%
168,148
+63,640
13
$7.66M 4.2%
290,636
+113,852
14
$6.71M 3.67%
198,848
+76,625
15
$5.52M 3.02%
200,044
+73,816
16
$4.05M 2.22%
89,975
+33,690
17
$3.94M 2.16%
+39,795
18
$3.88M 2.12%
15,207
+6,365
19
$3.86M 2.12%
+138,320
20
$3.69M 2.02%
49,615
-10,865
21
$3.49M 1.91%
37,045
+14,595
22
$226K 0.12%
1
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