PCM

Piermont Capital Management Portfolio holdings

AUM $211M
1-Year Est. Return 8.09%
This Quarter Est. Return
1 Year Est. Return
-8.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
-$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.33M
3
+$2.25M
4
CWT icon
California Water Service
CWT
+$2.22M
5
ECHO
Echo Global Logistics, Inc.
ECHO
+$2.13M

Top Sells

1
+$3.1M
2
+$3.07M
3
+$2.8M
4
ONB icon
Old National Bancorp
ONB
+$2.69M
5
DST
DST Systems Inc.
DST
+$2.38M

Sector Composition

1 Financials 23.93%
2 Industrials 17.06%
3 Consumer Discretionary 11.11%
4 Technology 9.66%
5 Real Estate 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$252K 0.08%
8,420
-1,320
227
$250K 0.08%
1,070
228
$231K 0.08%
200
-34
229
$223K 0.07%
+5,610
230
$215K 0.07%
12,730
-2,020
231
$206K 0.07%
+10,500
232
$204K 0.07%
10,870
-1,860
233
$183K 0.06%
16,741
-2,709
234
$138K 0.05%
23,050
-2,930
235
$127K 0.04%
2,253
-441
236
$119K 0.04%
16,530
-2,600
237
$103K 0.03%
10,830
-1,670
238
– –
-11,074
239
– –
-39,351
240
– –
-41,073
241
– –
-5,970
242
– –
-48,553
243
– –
-8,250
244
– –
-4,850
245
– –
-101,740
246
– –
-53,800
247
– –
-42,700
248
– –
-7,220
249
– –
-5,940
250
– –
-26,370
7 8 9
10
11