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
$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 31.43%
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
1
$19M 2.01%
500,906
+184,604
2
$18.1M 1.9%
168,877
+278
3
$15.5M 1.63%
338,643
-68,611
4
$15M 1.58%
200,906
-58,552
5
$14.2M 1.5%
160,217
+843
6
$13.9M 1.47%
245,053
+1,313
7
$13.8M 1.46%
116,850
+672
8
$13.3M 1.4%
241,456
+151
9
$13.1M 1.38%
840,729
+8,010
10
$13.1M 1.38%
148,245
+151
11
$13.1M 1.38%
+367,305
12
$12.9M 1.37%
85,782
+40
13
$12.9M 1.36%
357,507
+124,187
14
$12.8M 1.35%
276,492
+35,766
15
$12.6M 1.33%
285,825
+174,544
16
$12.6M 1.33%
428,670
+2,669
17
$12.5M 1.31%
491,832
+38,771
18
$12.2M 1.29%
72,682
-16,645
19
$12.1M 1.28%
364,606
-200,973
20
$12M 1.26%
69,270
-150
21
$12M 1.26%
477,598
-8,288
22
$11.9M 1.26%
150,852
-57,521
23
$11.9M 1.26%
480,559
+2,446
24
$11.9M 1.25%
1,742,507
+6,666
25
$11.9M 1.25%
86,470
+20,774
1
2 3 4 5