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
51
$193K 0.11%
11,999
52
$159K 0.09%
27,437
+2,727
53
$13.4K 0.01%
10,000
54
– –
-333,398
1 2
3