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
$422M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.56M
3
+$3.31M
4
MSTR icon
Strategy Inc
MSTR
+$3.23M
5
SR icon
Spire
SR
+$3.19M

Top Sells

1
+$3.98M
2
+$3.55M
3
+$3.55M
4
TRMK icon
Trustmark
TRMK
+$3.48M
5
NWN icon
Northwest Natural Holdings
NWN
+$3.37M

Sector Composition

1 Financials 18.89%
2 Industrials 16.55%
3 Consumer Discretionary 12.85%
4 Technology 12.66%
5 Real Estate 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.65M 0.39%
49,324
-310
102
$1.65M 0.39%
61,919
-450
103
$1.6M 0.38%
+91,090
104
$1.56M 0.37%
58,283
-930
105
$1.53M 0.36%
+90,840
106
$1.52M 0.36%
20,564
+1,760
107
$1.49M 0.35%
67,326
+5,740
108
$1.48M 0.35%
25,161
+2,160
109
$1.48M 0.35%
35,766
+3,170
110
$1.47M 0.35%
27,625
+2,390
111
$1.43M 0.34%
44,970
-405
112
$1.42M 0.34%
+22,330
113
$1.38M 0.33%
20,078
+1,080
114
$1.38M 0.33%
78,230
+6,770
115
$1.37M 0.33%
102,737
+29,540
116
$1.37M 0.32%
92,910
+7,940
117
$1.34M 0.32%
27,473
+5,260
118
$1.34M 0.32%
22,462
+1,930
119
$1.33M 0.31%
59,412
-520
120
$1.32M 0.31%
+49,540
121
$1.31M 0.31%
+52,080
122
$1.29M 0.31%
28,977
+5,450
123
$1.29M 0.31%
46,521
-460
124
$1.28M 0.3%
211,956
-1,170
125
$1.28M 0.3%
+50,750
3 4
5
6 7