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
$93.6M
AUM Growth
-$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.91M
3
+$1.23K
4
CNO icon
CNO Financial Group
CNO
+$24

Top Sells

1
+$274K
2
+$256K
3
+$31K

Sector Composition

1 Financials 0.4%
2 Technology 0.27%
3 Healthcare 0.13%
4 Energy 0.1%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.92M 4.19%
+78,947
2
$3.91M 4.18%
+79,831
3
$257K 0.27%
25,000
4
$257K 0.27%
25,003
5
$123K 0.13%
39,467
6
$121K 0.13%
59,438
7
$91.1K 0.1%
8,164
8
$63.2K 0.07%
402,500
9
$2.08K ﹤0.01%
29,719
10
$1.23K ﹤0.01%
+27
11
$24 ﹤0.01%
+1
12
– –
0
13
– –
-2,222
14
– –
-25,003
15
– –
-5,510