PSC

Piper Sandler & Co Portfolio holdings

AUM $139M
1-Year Est. Return 0.1%
This Quarter Est. Return
1 Year Est. Return
+0.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$1.41M
3 +$1.3M
4
GIII icon
G-III Apparel Group
GIII
+$1.09M
5
V icon
Visa
V
+$1.07M

Top Sells

1 +$546K
2 +$511K
3 +$496K
4
AAPL icon
Apple
AAPL
+$465K
5
JCP
J.C. Penney Company, Inc.
JCP
+$464K

Sector Composition

1 Technology 5.27%
2 Consumer Discretionary 4.18%
3 Healthcare 2.38%
4 Financials 0.8%
5 Industrials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-27
127
-10,000
128
-10,000
129
-42,500
130
-12,500
131
-500
132
-18,000
133
-5,500
134
-8,500
135
-8,790
136
-17,500
137
-2,750
138
-400
139
-1,277
140
-200
141
-7,500
142
-3,000
143
-2,500
144
-15,000
145
-4,000
146
-11,322
147
-100
148
-2,000
149
-20,000
150
-25,000