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
$258M
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.71M
3
+$2.55M
4
PIPR icon
Piper Sandler
PIPR
+$2.51M
5
CADE icon
Cadence Bank
CADE
+$2.5M

Top Sells

1
+$2.96M
2
+$2.95M
3
+$2.92M
4
HLX icon
Helix Energy Solutions
HLX
+$2.86M
5
HR icon
Healthcare Realty
HR
+$2.79M

Sector Composition

1 Financials 20.33%
2 Industrials 15.18%
3 Real Estate 14.54%
4 Technology 9.42%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$307K 0.12%
+8,320
152
$307K 0.12%
+15,380
153
$307K 0.12%
+39,060
154
$306K 0.12%
+16,300
155
$306K 0.12%
10,510
+4,690
156
$304K 0.12%
+7,570
157
$304K 0.12%
60,340
+26,910
158
$303K 0.12%
12,120
+5,410
159
$302K 0.12%
+21,520
160
$300K 0.12%
+27,665
161
$299K 0.12%
+11,830
162
$298K 0.12%
+5,700
163
$297K 0.12%
21,600
+11,550
164
$295K 0.11%
+5,850
165
$294K 0.11%
+36,400
166
$291K 0.11%
+22,270
167
$291K 0.11%
+13,880
168
$291K 0.11%
+53,980
169
$289K 0.11%
+2,149
170
$287K 0.11%
+36,020
171
$284K 0.11%
12,720
+5,680
172
$280K 0.11%
+38,520
173
$279K 0.11%
+10,690
174
$278K 0.11%
30,709
+13,690
175
$276K 0.11%
+15,030
5 6
7
8 9