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
$327M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.99M
3
+$2.76M
4
SSB icon
SouthState Bank Corp
SSB
+$2.59M
5
WD icon
Walker & Dunlop
WD
+$2.55M

Top Sells

1
+$4.11M
2
+$3.27M
3
+$3.16M
4
UCB
United Community Banks
UCB
+$3.13M
5
LPX icon
Louisiana-Pacific
LPX
+$2.65M

Sector Composition

1 Financials 20.23%
2 Industrials 15.62%
3 Real Estate 13.09%
4 Technology 10.37%
5 Consumer Discretionary 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$733K 0.22%
9,010
-840
127
$724K 0.22%
33,630
+18,800
128
$719K 0.22%
980
-60
129
$709K 0.22%
12,030
+6,800
130
$681K 0.21%
5,310
131
$663K 0.2%
24,340
132
$648K 0.2%
6,480
133
$643K 0.2%
6,490
134
$617K 0.19%
8,470
+100
135
$615K 0.19%
2,180
136
$602K 0.18%
2,775
137
$599K 0.18%
4,550
138
$591K 0.18%
5,380
139
$575K 0.18%
14,990
-1,300
140
$558K 0.17%
6,500
141
$544K 0.17%
5,950
-19,300
142
$530K 0.16%
12,620
143
$530K 0.16%
2,850
144
$524K 0.16%
17,740
-3,310
145
$519K 0.16%
10,620
146
$519K 0.16%
7,920
-1,280
147
$518K 0.16%
11,300
-2,080
148
$514K 0.16%
27,560
-4,410
149
$513K 0.16%
3,100
150
$505K 0.15%
33,680
-5,940
4 5
6
7 8