PC

Pier Capital Portfolio holdings

AUM $640M
1-Year Est. Return 34.57%
This Quarter Est. Return
1 Year Est. Return
+34.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$948M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$10.9M
3
+$9.96M
4
BE icon
Bloom Energy
BE
+$8.55M
5
HQY icon
HealthEquity
HQY
+$7.72M

Top Sells

1
+$12.1M
2
+$10.8M
3
+$9.59M
4
CDXS icon
Codexis
CDXS
+$9.56M
5
EVR icon
Evercore
EVR
+$9.32M

Sector Composition

1 Technology 30.63%
2 Healthcare 21.81%
3 Industrials 15.72%
4 Consumer Discretionary 14.16%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.8M 1.25%
35,151
-5
27
$11.8M 1.25%
85,902
-1,311
28
$11.7M 1.23%
68,718
+282
29
$11.6M 1.23%
161,278
+32,518
30
$11.6M 1.22%
86,866
+470
31
$11.5M 1.22%
98,875
-17,806
32
$11.5M 1.21%
110,779
-49,432
33
$11.4M 1.21%
223,288
+90,730
34
$11.3M 1.19%
73,930
-21,211
35
$11.2M 1.18%
62,207
+10,165
36
$11M 1.16%
160,817
+980
37
$10.9M 1.15%
+365,946
38
$10.6M 1.12%
138,148
-46,722
39
$10.6M 1.12%
300,385
-110,918
40
$10.6M 1.12%
623,549
+194,411
41
$10.6M 1.12%
147,391
+54,110
42
$10.6M 1.11%
110,290
+24,203
43
$10.5M 1.11%
101,544
+993
44
$10.5M 1.11%
221,901
+65,870
45
$10.5M 1.11%
110,067
+30,024
46
$10.4M 1.1%
1,024,251
+535,578
47
$10.4M 1.09%
80,836
+114
48
$10.3M 1.08%
129,128
-139
49
$10.3M 1.08%
251,454
-162,895
50
$10.2M 1.08%
144,828
-54,677
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