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
$281M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$3M
3
+$2.87M
4
FHN icon
First Horizon
FHN
+$2.84M
5
EDR
Education Realty Trust Inc
EDR
+$2.79M

Top Sells

1
+$3.57M
2
+$3.25M
3
+$2.73M
4
EDE
Empire District Electric
EDE
+$2.66M
5
COLB icon
Columbia Banking Systems
COLB
+$2.6M

Sector Composition

1 Financials 20.02%
2 Real Estate 15.17%
3 Industrials 13.51%
4 Technology 12.4%
5 Consumer Discretionary 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$391K 0.14%
+16,650
127
$389K 0.14%
4,930
-10
128
$387K 0.14%
+5,150
129
$386K 0.14%
16,300
130
$384K 0.14%
+22,520
131
$384K 0.14%
7,240
132
$383K 0.14%
7,410
+1,560
133
$383K 0.14%
+7,320
134
$381K 0.14%
+10,080
135
$381K 0.14%
13,880
136
$378K 0.13%
+37,310
137
$375K 0.13%
+21,320
138
$373K 0.13%
+10,910
139
$372K 0.13%
6,580
140
$371K 0.13%
27,040
+5,520
141
$371K 0.13%
53,980
142
$368K 0.13%
4,850
143
$368K 0.13%
26,030
144
$366K 0.13%
+28,230
145
$361K 0.13%
2,650
146
$361K 0.13%
15,380
147
$358K 0.13%
12,970
148
$356K 0.13%
+14,170
149
$356K 0.13%
36,020
150
$355K 0.13%
27,665
4 5
6
7 8