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CPC

Cookson Peirce & Co Portfolio holdings

AUM $2.36B
1-Year Est. Return 68.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+68.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
+$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$32.6M
3
+$26.2M
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$21.7M
5
BRO icon
Brown & Brown
BRO
+$16.3M

Top Sells

1
+$46.6M
2
+$35M
3
+$32.1M
4
OKE icon
Oneok
OKE
+$24.4M
5
WMB icon
Williams Companies
WMB
+$20.6M

Sector Composition

1 Technology 26.73%
2 Industrials 18.55%
3 Healthcare 13.77%
4 Consumer Discretionary 12.72%
5 Consumer Staples 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
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