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
$313M
AUM Growth
-$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$3.08M
3
+$2.93M
4
MENT
Mentor Graphics Corp
MENT
+$2.9M
5
NWN icon
Northwest Natural Holdings
NWN
+$2.83M

Top Sells

1
+$4.99M
2
+$3.84M
3
+$3.37M
4
CADE icon
Cadence Bank
CADE
+$3.15M
5
KFY icon
Korn Ferry
KFY
+$3.12M

Sector Composition

1 Financials 20.84%
2 Industrials 14.55%
3 Real Estate 14.35%
4 Consumer Discretionary 11.64%
5 Technology 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.9M 0.93%
11,555
-280
27
$2.9M 0.93%
+142,640
28
$2.89M 0.92%
79,643
+10,570
29
$2.89M 0.92%
106,369
-2,550
30
$2.85M 0.91%
59,731
-1,520
31
$2.83M 0.9%
+52,596
32
$2.82M 0.9%
76,505
-1,870
33
$2.82M 0.9%
252,582
-3,940
34
$2.8M 0.89%
+228,450
35
$2.79M 0.89%
+62,710
36
$2.78M 0.89%
45,980
-1,120
37
$2.75M 0.88%
60,840
+4,450
38
$2.75M 0.88%
84,784
-2,040
39
$2.74M 0.88%
126,067
-3,080
40
$2.74M 0.87%
+109,250
41
$2.73M 0.87%
22,433
+4,791
42
$2.72M 0.87%
227,279
-5,460
43
$2.71M 0.86%
73,855
-1,760
44
$2.71M 0.86%
140,154
-21,600
45
$2.69M 0.86%
+39,013
46
$2.69M 0.86%
+221,081
47
$2.69M 0.86%
253,651
-6,140
48
$2.68M 0.85%
40,887
-990
49
$2.67M 0.85%
163,135
+49,100
50
$2.61M 0.83%
+56,340
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