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
76
$6.62M 0.7%
105,975
-81,006
77
$6.54M 0.69%
72,120
+377
78
$6.47M 0.68%
301,203
+225,841
79
$6.33M 0.67%
45,282
+278
80
$6.32M 0.67%
305,921
-615
81
$6.31M 0.67%
93,777
+38,758
82
$6.21M 0.66%
123,410
-359
83
$5.76M 0.61%
197,565
-163,722
84
$5.57M 0.59%
+104,363
85
$5.54M 0.58%
+43,083
86
$5.51M 0.58%
196,302
-1,190
87
$5.3M 0.56%
142,342
-534
88
$5.15M 0.54%
87,081
-323
89
$4.79M 0.51%
276,344
+161
90
$4.77M 0.5%
152,451
-305,860
91
$4.61M 0.49%
296,166
+3,190
92
$4.56M 0.48%
398,655
-970
93
$4.4M 0.46%
294,968
-155,214
94
$4.32M 0.46%
29,113
-64,714
95
$3.95M 0.42%
113,491
-998
96
$3.68M 0.39%
238,588
-184,492
97
$1.26M 0.13%
11,276
+873
98
$1.06M 0.11%
3,982
+308
99
$942K 0.1%
3,359
+211
100
$935K 0.1%
5,924
+1,974
2 3
4
5 6