PC

Pier Capital Portfolio holdings

AUM $656M
1-Year Est. Return 27.51%
This Quarter Est. Return
1 Year Est. Return
+27.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$614M
AUM Growth
-$80.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$6.76M
3
+$6.6M
4
SHOP icon
Shopify
SHOP
+$6.59M
5
ATRC icon
AtriCure
ATRC
+$6.5M

Top Sells

1
+$8.22M
2
+$8.13M
3
+$7.76M
4
JACK icon
Jack in the Box
JACK
+$7.43M
5
CSTE icon
Caesarstone
CSTE
+$7.21M

Sector Composition

1 Technology 29.84%
2 Healthcare 16.87%
3 Consumer Discretionary 15.79%
4 Industrials 12.8%
5 Financials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.39M 1.53%
152,263
+15,318
2
$8.73M 1.42%
480,774
+78,203
3
$8.33M 1.36%
247,449
+8,349
4
$8.29M 1.35%
42,844
-28
5
$8.2M 1.33%
109,981
+2,335
6
$7.92M 1.29%
324,288
+68,730
7
$7.9M 1.29%
464,889
+68,465
8
$7.73M 1.26%
212,005
+2,414
9
$7.66M 1.25%
309,797
+90,374
10
$7.51M 1.22%
163,367
+6,602
11
$7.5M 1.22%
208,749
+3,509
12
$7.37M 1.2%
49,370
+574
13
$7.31M 1.19%
359,721
+69,969
14
$7.1M 1.16%
117,724
+293
15
$7.05M 1.15%
113,130
-5,472
16
$7.04M 1.15%
205,513
+48,736
17
$6.93M 1.13%
204,965
+518
18
$6.87M 1.12%
+930,560
19
$6.76M 1.1%
+344,240
20
$6.72M 1.09%
287,250
+40,529
21
$6.71M 1.09%
160,211
+3,279
22
$6.7M 1.09%
130,844
+4,566
23
$6.7M 1.09%
153,042
+1,126
24
$6.65M 1.08%
186,035
+791
25
$6.65M 1.08%
340,040
-3,450
1
2 3 4 5