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
$300M
AUM Growth
-$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.33M
3
+$2.25M
4
CWT icon
California Water Service
CWT
+$2.22M
5
ECHO
Echo Global Logistics, Inc.
ECHO
+$2.13M

Top Sells

1
+$3.1M
2
+$3.07M
3
+$2.8M
4
ONB icon
Old National Bancorp
ONB
+$2.69M
5
DST
DST Systems Inc.
DST
+$2.38M

Sector Composition

1 Financials 23.93%
2 Industrials 17.06%
3 Consumer Discretionary 11.11%
4 Technology 9.66%
5 Real Estate 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.16M 0.72%
33,920
+740
52
$2.15M 0.72%
43,324
+5,040
53
$2.13M 0.71%
+77,252
54
$2.06M 0.69%
129,070
+2,860
55
$2.03M 0.68%
29,950
+650
56
$2.02M 0.67%
100,270
+87,160
57
$2M 0.67%
15,030
+330
58
$1.99M 0.66%
154,200
-1,300
59
$1.99M 0.66%
63,725
+1,430
60
$1.98M 0.66%
100,366
+2,230
61
$1.98M 0.66%
98,106
+81,106
62
$1.96M 0.65%
77,960
+1,670
63
$1.95M 0.65%
77,480
+1,680
64
$1.93M 0.64%
25,250
+600
65
$1.93M 0.64%
+56,910
66
$1.92M 0.64%
112,000
+14,730
67
$1.9M 0.63%
79,270
+1,780
68
$1.89M 0.63%
233,067
+5,160
69
$1.86M 0.62%
35,140
+770
70
$1.85M 0.62%
100,155
+2,174
71
$1.84M 0.61%
83,498
+1,820
72
$1.8M 0.6%
143,830
+3,140
73
$1.8M 0.6%
67,380
+1,470
74
$1.76M 0.59%
124,280
+2,770
75
$1.76M 0.59%
+43,960
1 2
3
4 5