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
76
$1.95M 0.76%
+81,310
77
$1.92M 0.74%
121,005
-520
78
$1.87M 0.72%
25,189
-106
79
$1.86M 0.72%
25,159
+5,460
80
$1.86M 0.72%
94,195
-7,720
81
$1.85M 0.72%
175,487
-728
82
$1.81M 0.7%
+72,880
83
$1.72M 0.67%
+323,712
84
$1.7M 0.66%
89,797
-370
85
$1.69M 0.65%
65,044
-630
86
$1.68M 0.65%
37,931
-350
87
$1.68M 0.65%
85,950
-360
88
$1.47M 0.57%
53,361
-730
89
$1.35M 0.52%
103,514
-440
90
$1.29M 0.5%
122,599
-530
91
$1.28M 0.5%
54,230
-230
92
$1.27M 0.49%
103,686
-450
93
$1.21M 0.47%
+59,750
94
$1.17M 0.45%
+26,529
95
$1.12M 0.44%
287,650
+16,520
96
$1.11M 0.43%
68,557
-290
97
$1.08M 0.42%
270,908
-1,150
98
$1.03M 0.4%
39,705
-165
99
$1.01M 0.39%
113,380
-480
100
$897K 0.35%
115,287
-490
2 3
4
5 6