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
76
$2.14M 0.76%
80,290
-1,020
77
$2.11M 0.75%
+52,790
78
$2.07M 0.74%
71,950
-930
79
$1.99M 0.71%
53,540
-690
80
$1.9M 0.67%
63,824
-1,220
81
$1.87M 0.66%
263,130
-3,310
82
$1.86M 0.66%
173,371
-2,116
83
$1.82M 0.65%
84,870
-1,080
84
$1.77M 0.63%
102,184
-1,330
85
$1.53M 0.54%
121,079
-1,520
86
$1.51M 0.54%
113,817
-1,470
87
$1.5M 0.53%
37,461
-470
88
$1.45M 0.52%
26,219
-310
89
$1.41M 0.5%
102,336
-1,350
90
$1.36M 0.48%
39,916
-400
91
$1.35M 0.48%
67,727
-830
92
$1.34M 0.48%
58,990
-760
93
$1.3M 0.46%
52,691
-670
94
$1.26M 0.45%
+58,817
95
$1.22M 0.43%
39,199
-506
96
$1.15M 0.41%
24,870
-319
97
$1.14M 0.41%
+36,000
98
$839K 0.3%
164,101
-2,180
99
$819K 0.29%
202,250
-2,600
100
$749K 0.27%
31,840
-430
2 3
4
5 6