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
51
$2.38M 0.92%
+50,120
52
$2.38M 0.92%
56,307
-450
53
$2.37M 0.92%
53,154
-410
54
$2.37M 0.92%
152,373
-1,160
55
$2.37M 0.92%
40,316
-180
56
$2.36M 0.91%
+30,974
57
$2.32M 0.9%
55,326
-480
58
$2.3M 0.89%
80,802
-310
59
$2.29M 0.89%
37,620
-300
60
$2.29M 0.89%
84,478
-380
61
$2.24M 0.87%
266,440
+247,520
62
$2.23M 0.86%
131,962
-1,070
63
$2.19M 0.85%
95,035
-400
64
$2.17M 0.84%
99,022
-410
65
$2.15M 0.83%
94,935
-770
66
$2.11M 0.82%
+69,420
67
$2.05M 0.8%
+109,950
68
$2.05M 0.8%
+61,250
69
$2.05M 0.8%
+60,789
70
$2.04M 0.79%
46,494
-210
71
$2.03M 0.79%
105,496
-450
72
$2.02M 0.78%
84,648
-720
73
$2.01M 0.78%
+96,550
74
$1.99M 0.77%
136,873
-1,150
75
$1.97M 0.76%
204,850
+54,620
1 2
3
4 5