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 Technology 12.96%
4 Consumer Discretionary 12.85%
5 Real Estate 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.28M 0.3%
27,309
+8,250
127
$1.28M 0.3%
+21,300
128
$1.27M 0.3%
199,122
+16,880
129
$1.27M 0.3%
26,240
+9,680
130
$1.26M 0.3%
22,234
+1,900
131
$1.26M 0.3%
55,664
+4,890
132
$1.25M 0.3%
+161,082
133
$1.24M 0.29%
26,741
+5,380
134
$1.23M 0.29%
86,108
+7,540
135
$1.22M 0.29%
21,992
+1,870
136
$1.22M 0.29%
+52,755
137
$1.21M 0.29%
82,998
+20,930
138
$1.21M 0.29%
12,244
+1,050
139
$1.21M 0.29%
76,060
-550
140
$1.2M 0.28%
+20,490
141
$1.2M 0.28%
+67,570
142
$1.19M 0.28%
30,480
+304
143
$1.19M 0.28%
+40,470
144
$1.18M 0.28%
+13,730
145
$1.18M 0.28%
25,356
+2,170
146
$1.16M 0.27%
+32,000
147
$1.15M 0.27%
+43,320
148
$1.15M 0.27%
+30,927
149
$1.15M 0.27%
48,707
+4,270
150
$1.14M 0.27%
+41,042
4 5
6
7 8