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
$258M
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.71M
3
+$2.55M
4
PIPR icon
Piper Sandler
PIPR
+$2.51M
5
CADE icon
Cadence Bank
CADE
+$2.5M

Top Sells

1
+$2.96M
2
+$2.95M
3
+$2.92M
4
HLX icon
Helix Energy Solutions
HLX
+$2.86M
5
HR icon
Healthcare Realty
HR
+$2.79M

Sector Composition

1 Financials 20.33%
2 Industrials 15.18%
3 Real Estate 14.54%
4 Technology 9.42%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 1.01%
76,443
-590
27
$2.6M 1.01%
104,632
+15,810
28
$2.58M 1%
31,681
+1,590
29
$2.58M 1%
126,940
-550
30
$2.58M 1%
112,710
-780
31
$2.58M 1%
198,620
-840
32
$2.55M 0.99%
101,269
-780
33
$2.51M 0.97%
204,232
-1,570
34
$2.51M 0.97%
76,600
-6,090
35
$2.51M 0.97%
50,591
-195
36
$2.51M 0.97%
+47,975
37
$2.5M 0.97%
93,993
-720
38
$2.5M 0.97%
+123,910
39
$2.49M 0.96%
180,000
-1,420
40
$2.48M 0.96%
+52,380
41
$2.47M 0.96%
99,157
-760
42
$2.46M 0.95%
43,787
-180
43
$2.45M 0.95%
+52,820
44
$2.44M 0.95%
494,180
-3,700
45
$2.44M 0.94%
139,799
-1,120
46
$2.44M 0.94%
56,941
-430
47
$2.43M 0.94%
49,702
-212
48
$2.42M 0.94%
+47,670
49
$2.4M 0.93%
24,887
-1,790
50
$2.39M 0.93%
148,539
-610
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2
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