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
126
$354K 0.14%
32,270
+14,400
127
$352K 0.14%
+12,970
128
$350K 0.14%
+6,060
129
$346K 0.13%
+7,240
130
$344K 0.13%
6,580
+2,940
131
$338K 0.13%
+14,440
132
$337K 0.13%
25,300
+11,280
133
$335K 0.13%
+10,840
134
$334K 0.13%
+2,650
135
$334K 0.13%
+15,470
136
$332K 0.13%
9,230
+4,120
137
$331K 0.13%
+8,880
138
$328K 0.13%
+6,140
139
$327K 0.13%
+15,350
140
$325K 0.13%
+34,000
141
$325K 0.13%
+80
142
$324K 0.13%
+18,090
143
$320K 0.12%
+16,430
144
$320K 0.12%
+56,900
145
$316K 0.12%
4,940
+2,200
146
$316K 0.12%
+25,980
147
$313K 0.12%
+209
148
$312K 0.12%
+4,850
149
$310K 0.12%
6,960
+3,100
150
$308K 0.12%
+5,720
4 5
6
7 8