PSC

Piper Sandler & Co Portfolio holdings

AUM $130M
1-Year Est. Return 0.04%
This Quarter Est. Return
1 Year Est. Return
-0.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Sells

1 +$1.83M
2 +$199K
3 +$141K
4
UBSI icon
United Bankshares
UBSI
+$14K
5
HIMX
Himax Technologies
HIMX
+$1K

Sector Composition

1 Energy 0.23%
2 Financials 0.16%
3 Healthcare 0.01%
4 Communication Services 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$6.37M 5.94%
179,024
+39,181
2
$3.86M 3.61%
93,256
+25,300
3
$1.34M 1.25%
900
4
$250K 0.23%
24,254
5
$147K 0.14%
10,777
6
$23K 0.02%
+2,286
7
$14K 0.01%
+500
8
$1K ﹤0.01%
+200
9
-411
10
-601
11
-2,550
12
-3,800
13
-13,500