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
$300M
AUM Growth
-$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.33M
3
+$2.25M
4
CWT icon
California Water Service
CWT
+$2.22M
5
ECHO
Echo Global Logistics, Inc.
ECHO
+$2.13M

Top Sells

1
+$3.1M
2
+$3.07M
3
+$2.8M
4
ONB icon
Old National Bancorp
ONB
+$2.69M
5
DST
DST Systems Inc.
DST
+$2.38M

Sector Composition

1 Financials 23.93%
2 Industrials 17.06%
3 Consumer Discretionary 11.11%
4 Technology 9.66%
5 Real Estate 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$715K 0.24%
2,775
127
$697K 0.23%
9,850
-890
128
$684K 0.23%
6,480
+590
129
$682K 0.23%
6,070
-290
130
$680K 0.23%
24,340
131
$672K 0.22%
8,520
-1,360
132
$665K 0.22%
31,970
-4,630
133
$660K 0.22%
9,050
-1,430
134
$650K 0.22%
21,730
-2,150
135
$646K 0.22%
21,520
+460
136
$639K 0.21%
6,490
137
$637K 0.21%
59,400
138
$628K 0.21%
24,920
-3,960
139
$617K 0.21%
8,150
140
$605K 0.2%
21,830
-3,140
141
$604K 0.2%
10,350
-1,620
142
$588K 0.2%
5,480
-850
143
$571K 0.19%
39,620
-6,030
144
$558K 0.19%
10,620
+720
145
$552K 0.18%
13,380
-2,130
146
$550K 0.18%
10,685
147
$549K 0.18%
16,290
-1,380
148
$548K 0.18%
8,370
+570
149
$545K 0.18%
13,481
-1,940
150
$544K 0.18%
6,500
4 5
6
7 8