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
$413M
AUM Growth
-$7.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

1 +$10.5M
2 +$10M
3 +$3.5M
4
PANW icon
Palo Alto Networks
PANW
+$2.77M
5
SO icon
Southern Company
SO
+$1.72M

Sector Composition

1 Technology 3.17%
2 Industrials 2.81%
3 Healthcare 1.68%
4 Consumer Discretionary 1.09%
5 Energy 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-17,180
77
-226,080
78
-11,600
79
-25,223