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Morningstar Separate Account Comprehensive Report | Release date[removed] | For Advisor Use Only Page 1 of 6
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Document Date: 2010-06-02 21:44:17

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Company

PepsiCo Inc. / Varian Medical Systems Inc. / Mfg / Morningstar Inc. / Software Consumer Goods Consumer Goods Telecommunications Baxter International Inc. / McKesson Inc. / Hewlett-Packard Company Microsoft Corporation / Novo Nordisk A/S / Care Business Services Health Care Gilead Sciences Inc. / Quarterly SA / Patterson Companies Inc. / W.W. Grainger Inc. / Company Accenture PLC / B T Apple Inc. / SEM Inc. / Suncoast Equity Management Inc. / Automatic Data Processing General Dynamics Harris Corporation / Average Strategy Category Nike Inc. / Colgate-Palmolive Company Google Inc. / Abbott Laboratories / Top 20 Equity Holdings / Relative SA / /

Continent

America / Europe / /

Country

United States / /

Currency

USD / /

/

IndustryTerm

transportation / liability insurance / /

MarketIndex

S&P 500 / Russell 1000 Growth / /

Organization

Tampa FL / U.S. Securities and Exchange Commission / /

Person

Donald Jowdy / Exempt / Ben Graham / Warren Buffett / Sean Wright / /

/

Position

Manager Annual Fee Breakpoints Fees% Account Value / Advisor / Independent Investment Advisor / consultant / swright@suncoastequity.com Registered investment advisor / Money Manager / Strategy Large Growth Money Manager / representative / Manager Fee Information / equity money manager / equity investment manager / /

ProgrammingLanguage

FL / C / /

Technology

Alpha / Cat 5 / /

URL

www.suncoastequity.com / /

SocialTag