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
51
$10.2M 1.08%
197,112
+74,842
52
$10.1M 1.07%
152,845
+29,484
53
$10M 1.06%
289,147
+863
54
$9.96M 1.05%
+195,563
55
$9.78M 1.03%
324,822
+7,077
56
$9.74M 1.03%
104,835
-20,101
57
$9.72M 1.02%
557,179
-62,901
58
$9.61M 1.01%
17,929
+6,026
59
$9.43M 0.99%
59,101
+138
60
$9.42M 0.99%
56,851
+33,688
61
$9.39M 0.99%
45,481
-33,376
62
$9.07M 0.96%
99,422
-12
63
$8.94M 0.94%
68,473
-238
64
$8.76M 0.92%
383,912
+2,374
65
$8.67M 0.91%
253,743
-15,046
66
$8.55M 0.9%
+389,892
67
$8.14M 0.86%
237,776
+159,262
68
$7.91M 0.83%
29,852
-24
69
$7.9M 0.83%
796,517
-344
70
$7.62M 0.8%
73,900
-62,612
71
$7.59M 0.8%
227,971
+45,679
72
$7.25M 0.76%
+204,906
73
$7.16M 0.76%
+428,454
74
$7.04M 0.74%
+121,487
75
$6.85M 0.72%
391,183
+47,919
1 2
3
4 5