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
126
$613K 0.2%
13,700
-300
127
$600K 0.19%
16,025
+385
128
$599K 0.19%
+48,043
129
$595K 0.19%
47,960
+1,280
130
$583K 0.19%
7,680
+280
131
$578K 0.18%
3,244
+120
132
$568K 0.18%
20,095
+775
133
$561K 0.18%
12,985
+485
134
$558K 0.18%
15,340
+590
135
$550K 0.18%
+17,090
136
$536K 0.17%
35,125
+1,335
137
$531K 0.17%
28,625
+10,275
138
$528K 0.17%
24,510
+950
139
$507K 0.16%
+12,474
140
$506K 0.16%
10,025
+375
141
$505K 0.16%
+25,770
142
$505K 0.16%
17,455
+655
143
$497K 0.16%
41,828
+1,575
144
$496K 0.16%
+10,195
145
$492K 0.16%
+16,740
146
$489K 0.16%
+14,570
147
$487K 0.16%
+80,569
148
$486K 0.16%
17,261
-65,760
149
$484K 0.15%
11,566
+445
150
$482K 0.15%
+10,560
4 5
6
7 8