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
$279M
AUM Growth
-$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1 +$15M
2 +$5.3M
3 +$2.36M
4
PANW icon
Palo Alto Networks
PANW
+$2.36M
5
GLD icon
SPDR Gold Trust
GLD
+$2.24M

Sector Composition

1 Utilities 10.87%
2 Technology 10.17%
3 Industrials 4.8%
4 Healthcare 3.76%
5 Financials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,578
77
-5,545
78
-90,900
79
-123,760
80
-102,700
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-144,970
82
-6,310
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-12,549
84
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-24,615
86
-1,764
87
-298,269
88
$0 ﹤0.01%
10
-33,070