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
$327M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.99M
3
+$2.76M
4
SSB icon
SouthState Bank Corp
SSB
+$2.59M
5
WD icon
Walker & Dunlop
WD
+$2.55M

Top Sells

1
+$4.11M
2
+$3.27M
3
+$3.16M
4
UCB
United Community Banks
UCB
+$3.13M
5
LPX icon
Louisiana-Pacific
LPX
+$2.65M

Sector Composition

1 Financials 20.23%
2 Industrials 15.62%
3 Real Estate 13.09%
4 Technology 10.37%
5 Consumer Discretionary 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$223K 0.07%
+5,800
227
$221K 0.07%
25,770
-4,150
228
$220K 0.07%
4,770
-840
229
$211K 0.06%
+4,190
230
$206K 0.06%
10,820
-1,910
231
$195K 0.06%
13,380
-2,640
232
$192K 0.06%
+1,920
233
$178K 0.05%
+439
234
$89K 0.03%
1,894
-359
235
– –
-57,590
236
– –
-90,352
237
– –
-8,520
238
– –
-9,050
239
– –
-10,830
240
– –
-10,870
241
– –
-50,770
242
– –
-53,170
243
– –
-129,070
244
– –
-43,894
245
– –
-55,960
246
– –
-9,010
247
– –
-16,530
248
– –
-17,330
249
– –
-5,020
250
– –
-200
8 9
10
11 12