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
101
$825K 0.32%
166,281
-700
102
$580K 0.22%
9,190
+4,100
103
$575K 0.22%
30,610
+13,640
104
$517K 0.2%
23,120
+10,310
105
$512K 0.2%
25,740
+11,480
106
$487K 0.19%
21,266
-37,965
107
$448K 0.17%
9,720
+4,330
108
$428K 0.17%
34,470
+15,200
109
$418K 0.16%
25,800
+11,520
110
$415K 0.16%
4,720
+2,100
111
$413K 0.16%
+12,570
112
$396K 0.15%
26,870
+16,520
113
$388K 0.15%
8,670
+3,870
114
$386K 0.15%
10,520
+4,690
115
$385K 0.15%
45,920
+20,480
116
$382K 0.15%
+31,910
117
$380K 0.15%
13,920
+6,210
118
$377K 0.15%
30,220
+13,480
119
$372K 0.14%
6,740
+3,010
120
$372K 0.14%
26,030
+11,620
121
$369K 0.14%
6,830
+3,050
122
$362K 0.14%
203
+90
123
$360K 0.14%
5,830
-47,268
124
$360K 0.14%
10,470
+4,670
125
$356K 0.14%
3,800
-5,000
3 4
5
6 7