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
$672M
AUM Growth
-$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$7.07M
3
+$5.6M
4
CART icon
Maplebear
CART
+$4.85M
5
KGS icon
Kodiak Gas Services
KGS
+$4.56M

Top Sells

1
+$6.54M
2
+$6.42M
3
+$6.38M
4
VERX icon
Vertex
VERX
+$6.26M
5
MNDY icon
monday.com
MNDY
+$6.26M

Sector Composition

1 Technology 31.33%
2 Healthcare 21.35%
3 Industrials 16.36%
4 Consumer Discretionary 12.91%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 1.75%
56,320
-4,925
2
$11.5M 1.72%
220,447
-2,185
3
$11M 1.64%
56,874
-4,968
4
$11M 1.64%
58,706
-6,181
5
$11M 1.64%
181,591
-20,193
6
$10.9M 1.62%
708,487
-68,328
7
$10.8M 1.61%
129,483
-12,967
8
$10.6M 1.57%
50,202
+5,189
9
$10.3M 1.53%
174,582
-110,927
10
$9.84M 1.46%
44,825
-4,109
11
$9.73M 1.45%
202,267
-17,974
12
$9.59M 1.43%
65,712
-19,330
13
$9.55M 1.42%
55,611
-4,960
14
$9.32M 1.39%
38,125
-3,477
15
$9.31M 1.38%
247,901
+45,003
16
$9M 1.34%
66,740
-7,360
17
$8.95M 1.33%
111,797
+15,797
18
$8.94M 1.33%
59,328
-4,931
19
$8.86M 1.32%
90,263
-50,411
20
$8.82M 1.31%
292,572
-179,426
21
$8.72M 1.3%
368,839
+52,287
22
$8.71M 1.3%
40,420
+13,294
23
$8.68M 1.29%
114,969
-12,415
24
$8.59M 1.28%
66,653
-39,447
25
$8.47M 1.26%
239,025
-28,194
1
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