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
$281M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$3M
3
+$2.87M
4
FHN icon
First Horizon
FHN
+$2.84M
5
EDR
Education Realty Trust Inc
EDR
+$2.79M

Top Sells

1
+$3.57M
2
+$3.25M
3
+$2.73M
4
EDE
Empire District Electric
EDE
+$2.66M
5
COLB icon
Columbia Banking Systems
COLB
+$2.6M

Sector Composition

1 Financials 20.02%
2 Real Estate 15.17%
3 Industrials 13.51%
4 Technology 12.4%
5 Consumer Discretionary 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.66M 0.95%
+75,333
52
$2.65M 0.94%
75,630
-970
53
$2.65M 0.94%
81,225
+18,100
54
$2.62M 0.93%
+92,880
55
$2.6M 0.92%
+208,850
56
$2.6M 0.92%
+47,096
57
$2.59M 0.92%
168,044
-1,930
58
$2.57M 0.91%
138,049
-1,750
59
$2.57M 0.91%
54,626
-700
60
$2.56M 0.91%
+94,600
61
$2.51M 0.89%
+9,984
62
$2.5M 0.89%
+202,689
63
$2.48M 0.88%
+185,807
64
$2.47M 0.88%
+41,250
65
$2.46M 0.88%
56,221
-720
66
$2.43M 0.87%
49,500
-620
67
$2.42M 0.86%
79,743
-890
68
$2.39M 0.85%
104,196
-1,300
69
$2.38M 0.85%
60,530
-720
70
$2.35M 0.84%
+7,069
71
$2.25M 0.8%
97,772
-1,250
72
$2.24M 0.8%
95,330
-1,220
73
$2.24M 0.8%
88,667
-1,130
74
$2.2M 0.78%
85,938
+1,290
75
$2.19M 0.78%
+128,920
1 2
3
4 5