PC

Pier Capital Portfolio holdings

AUM $626M
1-Year Est. Return 34.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.95%
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
+$12.5M
2
+$12.1M
3
+$10.9M
4
HQY icon
HealthEquity
HQY
+$10.2M
5
BE icon
Bloom Energy
BE
+$9.86M

Top Sells

1
+$12.1M
2
+$11.1M
3
+$10.8M
4
CDXS icon
Codexis
CDXS
+$10.1M
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
126
– –
-252,965
127
– –
-302,786
128
– –
-42,761
129
– –
-49,371
130
– –
-61,065
131
– –
-93
2 3 4 5
6