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
26
$2.94M 0.9%
87,116
+5,760
27
$2.91M 0.89%
55,625
+2,370
28
$2.9M 0.89%
283,029
+239,179
29
$2.88M 0.88%
37,720
+7,770
30
$2.87M 0.88%
36,837
+32,487
31
$2.86M 0.88%
54,220
+3,730
32
$2.85M 0.87%
63,684
+2,930
33
$2.8M 0.86%
93,930
+40,410
34
$2.79M 0.85%
71,580
+11,970
35
$2.78M 0.85%
121,130
+96,210
36
$2.76M 0.85%
101,450
+22,180
37
$2.76M 0.85%
+119,070
38
$2.76M 0.84%
107,916
+7,550
39
$2.75M 0.84%
33,650
+2,670
40
$2.75M 0.84%
24,300
+18,230
41
$2.73M 0.84%
160,990
+36,710
42
$2.71M 0.83%
90,640
+6,600
43
$2.7M 0.83%
35,370
+2,600
44
$2.67M 0.82%
91,382
+14,130
45
$2.65M 0.81%
167,862
+48,420
46
$2.64M 0.81%
188,625
+11,667
47
$2.62M 0.8%
208,860
+96,450
48
$2.59M 0.79%
+30,080
49
$2.56M 0.78%
82,890
+4,930
50
$2.55M 0.78%
+45,900
1
2
3 4 5