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
51
$2.84M 0.67%
187,590
-1,610
52
$2.82M 0.67%
354,174
-3,030
53
$2.79M 0.66%
46,980
-350
54
$2.78M 0.66%
+46,973
55
$2.76M 0.65%
+34,856
56
$2.75M 0.65%
94,456
-750
57
$2.74M 0.65%
53,413
-390
58
$2.73M 0.65%
57,139
-23,349
59
$2.73M 0.65%
+81,270
60
$2.73M 0.65%
218,012
+122,963
61
$2.72M 0.64%
+51,907
62
$2.72M 0.64%
133,520
-1,000
63
$2.71M 0.64%
58,221
-1,510
64
$2.62M 0.62%
+122,116
65
$2.61M 0.62%
+198,030
66
$2.45M 0.58%
+63,600
67
$2.44M 0.58%
9,602
-45
68
$2.39M 0.57%
75,833
-1,010
69
$2.38M 0.56%
+106,587
70
$2.37M 0.56%
127,581
+40,720
71
$2.37M 0.56%
100,491
-790
72
$2.34M 0.55%
59,884
-200
73
$2.28M 0.54%
91,360
-660
74
$2.26M 0.53%
102,265
-830
75
$2.23M 0.53%
264,660
-1,950
1 2
3
4 5