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Pier Capital Portfolio holdings
AUM
$606M
1-Year Est. Return
63.41%
This Fund
S&P 500
This Quarter
Est. Return
+7.23%
1 Year Est. Return
+63.41%
3 Year Est. Return
+153.37%
5 Year Est. Return
+175.36%
10 Year Est. Return
+2,147.34%
AUM
$606M
AUM Growth
-$20.2M
(-3.2%)
Cap. Flow
-$23.6M
Cap. Flow
% of AUM
-3.9%
Top 10 Holdings %
Top 10 Hldgs %
17.36%
Holding
144
New
19
Increased
26
Reduced
68
Closed
22
Top Buys
| 1 |
Birkenstock
BIRK
|
+$8.59M |
| 2 |
Cognex
CGNX
|
+$7.61M |
| 3 |
ArcBest
ARCB
|
+$7.55M |
| 4 |
Semtech
SMTC
|
+$6.07M |
| 5 |
Global E Online
GLBE
|
+$5.51M |
Top Sells
| 1 |
CWAN
Clearwater Analytics
CWAN
|
+$16.4M |
| 2 |
GitLab
GTLB
|
+$8.89M |
| 3 |
Q2 Holdings
QTWO
|
+$7.56M |
| 4 |
Certara
CERT
|
+$7.4M |
| 5 |
Lindblad Expeditions
LIND
|
+$6.85M |
Sector Composition
| 1 | Industrials | 26.26% |
| 2 | Technology | 25.61% |
| 3 | Healthcare | 15.42% |
| 4 | Consumer Discretionary | 11.41% |
| 5 | Financials | 8.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Mirion Technologies
MIR
$3.96B
| $13.1M | 2.16% |
703,811
-13,581
| -2% | -$306K |
|
2
Hexcel
HXL
$7.48B
| $12.9M | 2.13% |
159,377
-2,842
| -2% | -$239K |
|
3
Fulton Financial
FULT
$4.62B
| $10.9M | 1.79% |
533,644
-9,743
| -2% | -$201K |
|
4
DigitalOcean
DOCN
$12.9B
| $10.5M | 1.73% |
122,466
-14,436
| -11% | -$910K |
|
5
Applied Industrial Technologies
AIT
$12.2B
| $10.5M | 1.73% |
39,507
+9,700
| +33% | +$2.64M |
|
6
Saia
SAIA
$11.5B
| $10.1M | 1.67% |
28,764
+2,480
| +9% | +$904K |
|
7
Alignment Healthcare
ALHC
$4.21B
| $9.46M | 1.56% |
537,050
-9,624
| -2% | -$193K |
|
|
8
Semtech
SMTC
$12.3B
| $9.45M | 1.56% |
122,962
+73,753
| +150% | +$6.07M |
|
9
OneSpaWorld
OSW
$2.65B
| $9.3M | 1.53% |
405,098
-8,072
| -2% | -$172K |
|
10
IMAX
IMAX
$2.11B
| $9.12M | 1.5% |
239,898
-4,691
| -2% | -$174K |
|
11
Flowserve
FLS
$8.74B
| $9.06M | 1.49% |
123,232
-15,288
| -11% | -$1.21M |
|
12
AngioDynamics
ANGO
$528M
| $9.06M | 1.49% |
796,696
+224,841
| +39% | +$2.44M |
|
13
Ceco Environmental
CECO
$4.78B
| $8.95M | 1.48% |
150,245
+52,403
| +54% | +$3.37M |
|
14
Advanced Drainage Systems
WMS
$11.3B
| $8.76M | 1.44% |
63,860
+13,466
| +27% | +$2.08M |
|
15
AZZ Inc
AZZ
$4.4B
| $8.72M | 1.44% |
69,716
-1,251
| -2% | -$158K |
|
16
Glacier Bancorp
GBCI
$6.74B
| $8.61M | 1.42% |
192,666
-3,452
| -2% | -$163K |
|
17
Lattice Semiconductor
LSCC
$17.9B
| $8.32M | 1.37% |
89,683
-1,755
| -2% | -$157K |
|
18
ESCO Technologies
ESE
$8.31B
| $8.29M | 1.37% |
29,469
+14,134
| +92% | +$3.56M |
|
19
Houlihan Lokey
HLI
$9.15B
| $8.06M | 1.33% |
56,145
+12,145
| +28% | +$2M |
|
20
Onto Innovation
ONTO
$15.1B
| $8.01M | 1.32% |
39,059
-19,124
| -33% | -$3.91M |
|
|
21
Cognex
CGNX
$10.6B
| $7.98M | 1.32% |
+162,966
| New | +$7.61M |
|
22
National Vision
EYE
$1.55B
| $7.97M | 1.31% |
307,642
-5,923
| -2% | -$161K |
|
23
Moelis & Co
MC
$4.73B
| $7.91M | 1.31% |
138,822
-2,530
| -2% | -$164K |
|
|
24
Birkenstock
BIRK
$8.21B
| $7.89M | 1.3% |
+220,241
| New | +$8.59M |
|
|
25
ArcBest
ARCB
$3.33B
| $7.84M | 1.29% |
+79,719
| New | +$7.55M |
|
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