P8IP

Pier 88 Investment Partners Portfolio holdings

AUM $538M
1-Year Est. Return 9.78%
This Quarter Est. Return
1 Year Est. Return
+9.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
-$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$8.09M
2 +$6.94M
3 +$5.19M
4
SWT
Stanley Black & Decker, Inc.
SWT
+$2.82M
5
ITT icon
ITT
ITT
+$721K

Sector Composition

1 Utilities 5.22%
2 Technology 3.69%
3 Healthcare 2.49%
4 Industrials 1.2%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-12,520
77
-62,651