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
101
$1.5M 0.46%
26,320
+1,470
102
$1.47M 0.45%
+19,870
103
$1.46M 0.45%
+91,500
104
$1.44M 0.44%
45,124
+1,800
105
$1.41M 0.43%
36,310
+1,690
106
$1.37M 0.42%
+66,550
107
$1.35M 0.41%
36,050
+2,700
108
$1.35M 0.41%
66,540
+4,470
109
$1.31M 0.4%
+51,450
110
$1.22M 0.37%
+45,407
111
$1.14M 0.35%
13,090
-850
112
$1.06M 0.33%
66,740
+1,320
113
$1.02M 0.31%
23,036
+470
114
$1M 0.31%
34,430
+12,700
115
$996K 0.3%
5,630
-480
116
$976K 0.3%
5,050
+2,310
117
$968K 0.3%
24,100
-1,980
118
$927K 0.28%
9,420
-540
119
$897K 0.27%
32,950
-97,390
120
$806K 0.25%
+13,750
121
$798K 0.24%
4,580
122
$798K 0.24%
10,550
-420
123
$788K 0.24%
+6,280
124
$761K 0.23%
6,870
-590
125
$742K 0.23%
59,400
3 4
5
6 7