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
51
$2.54M 0.78%
201,720
+47,180
52
$2.52M 0.77%
57,800
+11,010
53
$2.5M 0.77%
59,640
+2,730
54
$2.45M 0.75%
176,970
+33,140
55
$2.44M 0.75%
60,210
+16,250
56
$2.39M 0.73%
156,410
+38,320
57
$2.39M 0.73%
31,090
+25,570
58
$2.38M 0.73%
+43,310
59
$2.34M 0.72%
55,500
+16,010
60
$2.31M 0.71%
67,508
+3,490
61
$2.3M 0.7%
20,350
+5,320
62
$2.26M 0.69%
69,335
+5,610
63
$2.25M 0.69%
31,860
+25,720
64
$2.24M 0.69%
141,980
+5,830
65
$2.24M 0.68%
209,072
+56,110
66
$2.23M 0.68%
87,440
+22,300
67
$2.23M 0.68%
21,200
+10,260
68
$2.22M 0.68%
+91,260
69
$2.22M 0.68%
29,424
+17,794
70
$2.19M 0.67%
+120,040
71
$2.18M 0.67%
207,090
+10,800
72
$2.16M 0.66%
+86,152
73
$2.13M 0.65%
+129,134
74
$2.1M 0.64%
80,000
+21,860
75
$2.08M 0.64%
162,400
+8,200
1 2
3
4 5