Robin Miller
@Cookson Peirce & Co Inc
Latest period2024 - Q3ReportedManaged Assets$2.133BTotal holdings242
Assets growth rate2.65%Assets growth rate (2-Q avg)6.8%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Cookson Peirce & Co Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 242 positions.
Assets under management
The assets under management (AUM) of Cookson Peirce & Co Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.133B in assets, with a quarterly growth rate of 2.65% and a 2-quarter average growth rate of 6.8%. The portfolio is managed by Robin Miller, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
TSMTaiwan Semiconductor Mfg Ltd
| 3.32% | $70.746M 407,357 shares@ $173.68 avg price | Increased 28.1% |
AMZNAmazon Com Inc
| 3.26% | $69.478M 372,875 shares@ $186.34 avg price | Increased 3.43% |
DECKDeckers Outdoor Corp
| 2.71% | $57.735M 362,086 shares@ $159.46 avg price | Increased 501.98% |
FLEXFlex Ltd
| 2.06% | $43.817M 1.311M shares@ $33.44 avg price | Increased 0.18% |
AXPAmerican Express Co
| 2.04% | $43.359M 159,878 shares@ $271.21 avg price | Increased 1019.99% |
COSTCostco Whsl Corp New
| 1.97% | $41.958M 47,329 shares@ $886.53 avg price | Increased 0.95% |
KMIKinder Morgan Inc Del
| 1.53% | $32.553M 1.474M shares@ $22.1 avg price | Increased 2.72% |
USFDUs Foods Hldg Corp
| 1.38% | $29.355M 477,314 shares@ $61.5 avg price | Increased 0.24% |
TOLToll Brothers Inc
| 1.33% | $28.358M 183,561 shares@ $154.5 avg price | Increased 0.9% |
CRBGCorebridge Finl Inc
| 1.06% | $22.573M 774,104 shares@ $29.17 avg price | Increased 31.98% |