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
76
$2.07M 0.63%
38,720
+2,170
77
$2.07M 0.63%
+90,820
78
$2.07M 0.63%
72,140
+12,910
79
$2.07M 0.63%
37,660
+2,520
80
$2.05M 0.63%
107,165
+7,010
81
$2.05M 0.63%
+26,110
82
$2.04M 0.62%
104,370
+4,100
83
$2M 0.61%
115,180
+3,180
84
$1.95M 0.6%
147,600
+37,350
85
$1.9M 0.58%
9,879
+632
86
$1.89M 0.58%
115,660
+5,900
87
$1.89M 0.58%
102,318
+18,820
88
$1.86M 0.57%
96,956
-1,150
89
$1.84M 0.56%
79,027
+4,660
90
$1.77M 0.54%
+156,358
91
$1.76M 0.54%
+171,113
92
$1.75M 0.54%
113,130
+2,330
93
$1.73M 0.53%
+20,849
94
$1.72M 0.53%
+36,838
95
$1.68M 0.51%
+88,580
96
$1.67M 0.51%
160,045
+3,320
97
$1.64M 0.5%
33,503
+1,790
98
$1.62M 0.5%
27,308
+1,860
99
$1.58M 0.48%
42,135
+3,270
100
$1.55M 0.48%
41,950
+780
2 3
4
5 6