PCMM

Piedmont Capital Management (Montana) Portfolio holdings

AUM $196M
1-Year Est. Return 29.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$20.2M
3
+$12M
4
UNH icon
UnitedHealth
UNH
+$543K
5
NKE icon
Nike
NKE
+$469K

Top Sells

1
+$36.1M
2
+$1.45M
3
+$860K
4
DOW icon
Dow Inc
DOW
+$375K
5
GS icon
Goldman Sachs
GS
+$279K

Sector Composition

1 Technology 2.54%
2 Healthcare 1.65%
3 Industrials 1.09%
4 Consumer Staples 0.98%
5 Energy 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$831K 0.48%
5,438
+1,900
27
$762K 0.44%
5,322
+152
28
$752K 0.43%
9,494
+5,800
29
$732K 0.42%
2,622
+55
30
$675K 0.39%
2,328
-59
31
$660K 0.38%
20,120
-3,353
32
$648K 0.38%
6,016
+2
33
$578K 0.33%
931
+23
34
$543K 0.31%
+1,739
35
$469K 0.27%
+6,595
36
$459K 0.27%
3,014
-5,647
37
$386K 0.22%
9,311
-34,926
38
$340K 0.2%
+1,553
39
$311K 0.18%
503
40
$290K 0.17%
+792
41
$288K 0.17%
1,791
-60
42
$284K 0.16%
732
43
$273K 0.16%
744
-310
44
$264K 0.15%
2,820
45
$229K 0.13%
+2,340
46
$224K 0.13%
+1,090
47
$217K 0.13%
+5,048
48
$210K 0.12%
1,320
+39
49
$208K 0.12%
294
-394
50
$205K 0.12%
7,726
-14,172
1
2
3