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
151
$482K 0.15%
31,650
+1,200
152
$479K 0.15%
+17,930
153
$470K 0.15%
+4,530
154
$469K 0.15%
28,140
-179,870
155
$467K 0.15%
+39,990
156
$465K 0.15%
14,790
157
$464K 0.15%
+25,460
158
$464K 0.15%
8,401
+325
159
$460K 0.15%
+8,620
160
$456K 0.15%
+25,990
161
$453K 0.14%
26,182
-168,183
162
$453K 0.14%
17,165
+655
163
$452K 0.14%
14,230
164
$450K 0.14%
8,936
+340
165
$450K 0.14%
18,215
+690
166
$450K 0.14%
+7,530
167
$444K 0.14%
7,234
+270
168
$444K 0.14%
6,580
+250
169
$442K 0.14%
+34,860
170
$440K 0.14%
+20,180
171
$433K 0.14%
32,780
-1,750
172
$430K 0.14%
+16,340
173
$428K 0.14%
+5,500
174
$428K 0.14%
15,415
+585
175
$425K 0.14%
+2,061
5 6
7
8 9