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
$597M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$4.69M
3
+$4.64M
4
HLI icon
Houlihan Lokey
HLI
+$4.63M
5
CDXS icon
Codexis
CDXS
+$4.49M

Top Sells

1
+$9.07M
2
+$8.02M
3
+$7.5M
4
NCNO icon
nCino
NCNO
+$7.49M
5
BROS icon
Dutch Bros
BROS
+$7.08M

Sector Composition

1 Technology 26.28%
2 Healthcare 20.92%
3 Industrials 19.81%
4 Consumer Discretionary 12.09%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.7M 2.29%
941,480
+283,523
2
$11M 1.85%
344,152
-4,561
3
$10.7M 1.78%
91,531
-2,033
4
$10.5M 1.76%
408,611
-158,052
5
$9.98M 1.67%
225,648
+57,656
6
$9.9M 1.66%
98,381
-1,934
7
$9.8M 1.64%
92,387
+13,897
8
$9.78M 1.64%
60,563
+28,670
9
$9.72M 1.63%
349,668
+119,915
10
$9.67M 1.62%
375,742
-6,600
11
$9.43M 1.58%
41,861
+3,066
12
$9.27M 1.55%
657,846
+274,630
13
$9.25M 1.55%
411,808
+11,319
14
$9.2M 1.54%
157,679
+49,938
15
$9.13M 1.53%
187,020
-5,049
16
$8.98M 1.5%
94,760
-3,496
17
$8.96M 1.5%
378,386
+105,026
18
$8.84M 1.48%
526,652
-14,979
19
$8.76M 1.47%
167,032
+3,695
20
$8.71M 1.46%
248,791
+92,864
21
$8.59M 1.44%
58,532
-2,170
22
$8.52M 1.43%
74,853
+11,615
23
$8.44M 1.41%
541,593
-17,380
24
$8.23M 1.38%
203,429
+42,911
25
$8.18M 1.37%
102,295
+9,561
1
2 3 4 5