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
$422M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.56M
3
+$3.31M
4
MSTR icon
Strategy Inc
MSTR
+$3.23M
5
SR icon
Spire
SR
+$3.19M

Top Sells

1
+$3.98M
2
+$3.55M
3
+$3.55M
4
TRMK icon
Trustmark
TRMK
+$3.48M
5
NWN icon
Northwest Natural Holdings
NWN
+$3.37M

Sector Composition

1 Financials 18.89%
2 Industrials 16.55%
3 Consumer Discretionary 12.85%
4 Technology 12.66%
5 Real Estate 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.3M 0.78%
93,917
+14,517
27
$3.26M 0.77%
110,559
-945
28
$3.26M 0.77%
81,734
-760
29
$3.26M 0.77%
104,640
+15,370
30
$3.25M 0.77%
183,290
-1,670
31
$3.25M 0.77%
21,330
-140
32
$3.24M 0.77%
148,673
-1,210
33
$3.15M 0.75%
125,117
-950
34
$3.15M 0.75%
206,750
-3,830
35
$3.14M 0.74%
208,490
-1,520
36
$3.12M 0.74%
148,621
-1,090
37
$3.12M 0.74%
+93,557
38
$3.09M 0.73%
+164,920
39
$3.07M 0.73%
55,930
-410
40
$3.05M 0.72%
216,994
-1,720
41
$3.01M 0.71%
83,237
-1,260
42
$3.01M 0.71%
+110,670
43
$3M 0.71%
30,935
-200
44
$2.99M 0.71%
138,640
-1,240
45
$2.98M 0.71%
+100,000
46
$2.98M 0.7%
44,374
-80
47
$2.97M 0.7%
+61,490
48
$2.95M 0.7%
33,819
-292
49
$2.95M 0.7%
+127,918
50
$2.91M 0.69%
109,290
+23,734
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