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
+$750K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$6.21M
2 +$3.69M
3 +$2.66M
4
ATI icon
ATI
ATI
+$2.62M
5
TW icon
Tradeweb Markets
TW
+$2.39M

Sector Composition

1 Technology 5.5%
2 Industrials 3.46%
3 Healthcare 2.17%
4 Financials 1.09%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-14,364
77
-299,134
78
-185