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
151
$540K 0.18%
5,380
+620
152
$540K 0.18%
+5,780
153
$538K 0.18%
12,620
154
$536K 0.18%
8,030
-1,050
155
$532K 0.18%
9,200
-1,280
156
$530K 0.18%
2,850
+330
157
$515K 0.17%
9,010
-1,460
158
$509K 0.17%
2,180
159
$507K 0.17%
5,310
160
$503K 0.17%
22,220
161
$493K 0.16%
27,850
-4,420
162
$489K 0.16%
22,570
163
$485K 0.16%
12,430
-1,950
164
$466K 0.16%
13,530
-1,770
165
$464K 0.15%
+2,740
166
$463K 0.15%
3,100
167
$458K 0.15%
5,520
-840
168
$457K 0.15%
10,330
169
$457K 0.15%
11,120
-1,680
170
$448K 0.15%
+710
171
$446K 0.15%
8,570
-1,354
172
$446K 0.15%
47,952
-7,386
173
$444K 0.15%
6,140
-38,775
174
$444K 0.15%
+21,050
175
$444K 0.15%
4,550
5 6
7
8 9