COOKSON PEIRCE & CO INC
COOKSON PEIRCE & CO INC runs COOKSON PEIRCE & CO INC and currently holds 317 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $3.04B. Their top holdings are GLW, TSM, APH, GOOGL, FLEX. The top five represent 29.6% of reported portfolio weight. COOKSON PEIRCE & CO INC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, COOKSON PEIRCE & CO INC initiated 3 new positions. They added to 70 existing positions. They trimmed 27 positions. Their current best-performing preview position is MU with returns of +241.67%.
317 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
GLW CORNING INC | 7.40% | $46.78 | $149.82 | +220.27% | Trimmed -6.42% |
TSM TAIWAN SEMICONDUCTOR MANUFAC | 7.09% | $170.55 | $418.87 | +145.60% | Trimmed -0.28% |
APH AMPHENOL CORP | 5.41% | $40.65 | $157.00 | +286.22% | Added +0.60% |
GOOGL ALPHABET INC | 5.00% | $277.87 | $344.82 | +24.09% | Added +0.21% |
FLEX FLEX LTD | 4.67% | $23.92 | $110.45 | +361.75% | Trimmed -26.20% |
MU MICRON TECHNOLOGY INC | 2.49% | $318.61 | $966.78 | +203.44% | Added +1.43% |
STRL STERLING INFRASTRUCTURE INC | 2.37% | $252.51 | $516.81 | +104.67% | Added +3.55% |
HSBC HSBC HLDGS PLC | 1.86% | $36.63 | $104.15 | +184.33% | Added +0.04% |
RL RALPH LAUREN CORP | 1.85% | $185.00 | $372.56 | +101.38% | Added +0.20% |
CAH CARDINAL HEALTH INC | 1.78% | $138.19 | $229.51 | +66.08% | Added +0.42% |
Showing 1-10 of 317