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
$268M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$4.25M
3
+$2.39M
4
NKE icon
Nike
NKE
+$1.74M
5
ACN icon
Accenture
ACN
+$1.52M

Top Sells

1
+$4.31M
2
+$47.3K

Sector Composition

1 Financials 23.66%
2 Technology 22.73%
3 Consumer Discretionary 17.7%
4 Healthcare 13.47%
5 Communication Services 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.5M 10.23%
359,109
+31,295
2
$21.2M 7.91%
183,899
+13,168
3
$19.1M 7.1%
217,809
+16,940
4
$18.2M 6.78%
296,010
+28,243
5
$17.8M 6.62%
193,493
+11,868
6
$17.6M 6.56%
124,070
+6,860
7
$16.1M 5.99%
12,468
+1,177
8
$15.8M 5.89%
148,008
+10,888
9
$12.7M 4.72%
439,285
+293,110
10
$11.4M 4.26%
420,024
+35,624
11
$10.5M 3.91%
105,581
+9,112
12
$9.6M 3.57%
229,400
+20,840
13
$9.35M 3.48%
242,190
+19,500
14
$9.3M 3.46%
148,325
+14,475
15
$9.1M 3.39%
96,325
+7,765
16
$9.07M 3.38%
243,420
+36,000
17
$8.99M 3.35%
317,315
+25,425
18
$8.78M 3.27%
55,830
-27,409
19
$6.03M 2.25%
158,060
-1,240
20
$5.99M 2.23%
56,099
+4,855
21
$4.25M 1.58%
+56,050