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
$313M
AUM Growth
-$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$3.08M
3
+$2.93M
4
MENT
Mentor Graphics Corp
MENT
+$2.9M
5
NWN icon
Northwest Natural Holdings
NWN
+$2.83M

Top Sells

1
+$4.99M
2
+$3.84M
3
+$3.37M
4
CADE icon
Cadence Bank
CADE
+$3.15M
5
KFY icon
Korn Ferry
KFY
+$3.12M

Sector Composition

1 Financials 20.84%
2 Industrials 14.55%
3 Real Estate 14.35%
4 Consumer Discretionary 11.64%
5 Technology 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.07M 0.66%
+92,020
77
$2.03M 0.65%
180,600
-4,350
78
$2M 0.64%
41,367
-1,000
79
$1.96M 0.63%
+106,090
80
$1.91M 0.61%
108,829
-2,580
81
$1.89M 0.6%
101,281
-2,430
82
$1.87M 0.6%
267,685
-6,720
83
$1.86M 0.59%
+50,380
84
$1.86M 0.59%
60,084
-1,470
85
$1.78M 0.57%
119,370
-2,890
86
$1.74M 0.56%
+129,100
87
$1.68M 0.54%
47,141
-1,120
88
$1.67M 0.53%
56,271
-1,350
89
$1.65M 0.53%
+62,290
90
$1.59M 0.51%
104,074
-2,420
91
$1.57M 0.5%
177,126
-4,290
92
$1.55M 0.49%
355,389
-8,160
93
$1.54M 0.49%
71,764
-1,720
94
$1.52M 0.48%
59,931
-1,660
95
$1.49M 0.48%
165,871
-6,360
96
$1.47M 0.47%
137,695
-3,340
97
$1.43M 0.46%
+77,880
98
$1.41M 0.45%
116,005
-23,015
99
$1.39M 0.44%
+213,126
100
$1.37M 0.44%
58,173
-1,400
2 3
4
5 6