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
$306M
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$3.21M
3
+$2.97M
4
SWX icon
Southwest Gas
SWX
+$2.97M
5
TREE icon
LendingTree
TREE
+$2.96M

Top Sells

1
+$3.73M
2
+$3.38M
3
+$3.25M
4
MKSI icon
MKS Inc
MKSI
+$3.21M
5
AEL
American Equity Investment Life Holding Company
AEL
+$3.16M

Sector Composition

1 Financials 21.35%
2 Real Estate 14.43%
3 Industrials 12.92%
4 Consumer Discretionary 10.73%
5 Technology 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.13M 0.37%
91,684
+3,340
102
$1M 0.33%
88,931
+3,325
103
$834K 0.27%
12,650
104
$815K 0.27%
112,391
+4,325
105
$805K 0.26%
10,446
106
$750K 0.24%
14,578
107
$701K 0.23%
10,290
-4,110
108
$699K 0.23%
5,240
109
$681K 0.22%
12,580
110
$658K 0.21%
23,110
111
$654K 0.21%
17,950
112
$651K 0.21%
32,760
113
$646K 0.21%
16,280
114
$636K 0.21%
14,460
115
$633K 0.21%
8,560
-39,930
116
$631K 0.21%
7,000
+2,000
117
$629K 0.21%
20,930
118
$591K 0.19%
23,170
119
$575K 0.19%
24,970
120
$562K 0.18%
+10,401
121
$556K 0.18%
24,960
122
$548K 0.18%
103,290
123
$545K 0.18%
7,460
124
$542K 0.18%
20,600
125
$537K 0.18%
45,470
3 4
5
6 7