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
101
$1.34M 0.43%
+163,712
102
$1.3M 0.41%
226,054
-5,520
103
$1.26M 0.4%
46,981
-1,130
104
$1.09M 0.35%
38,330
-920
105
$850K 0.27%
108,255
-2,640
106
$802K 0.26%
22,070
+400
107
$786K 0.25%
11,345
-175
108
$784K 0.25%
15,140
+360
109
$765K 0.24%
86,861
-2,070
110
$757K 0.24%
16,765
+645
111
$728K 0.23%
25,985
+995
112
$724K 0.23%
+21,599
113
$708K 0.23%
20,123
-95,850
114
$701K 0.22%
14,200
+350
115
$691K 0.22%
5,100
+190
116
$676K 0.22%
+12,130
117
$675K 0.22%
9,648
-4,020
118
$672K 0.21%
25,608
+675
119
$656K 0.21%
10,271
+235
120
$655K 0.21%
10,453
+405
121
$652K 0.21%
29,670
+770
122
$647K 0.21%
7,265
+275
123
$632K 0.2%
8,335
+315
124
$626K 0.2%
96,935
-95
125
$623K 0.2%
6,905
+265
3 4
5
6 7