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
151
$498K 0.15%
11,490
152
$498K 0.15%
10,590
-1,840
153
$497K 0.15%
23,660
-4,190
154
$488K 0.15%
+17,790
155
$480K 0.15%
13,540
156
$477K 0.15%
2,980
-2,800
157
$476K 0.15%
8,750
-1,600
158
$475K 0.15%
10,330
159
$470K 0.14%
19,220
-3,000
160
$466K 0.14%
11,590
-1,891
161
$453K 0.14%
5,940
-1,090
162
$450K 0.14%
+11,480
163
$446K 0.14%
150
164
$443K 0.14%
+3,370
165
$441K 0.14%
10,520
-1,960
166
$441K 0.14%
8,500
167
$434K 0.13%
6,990
-1,040
168
$432K 0.13%
+10,610
169
$431K 0.13%
4,360
-1,120
170
$426K 0.13%
16,060
-18,950
171
$425K 0.13%
7,100
-1,270
172
$421K 0.13%
4,560
173
$420K 0.13%
7,050
+750
174
$420K 0.13%
12,040
-2,152
175
$408K 0.12%
+37,000
5 6
7
8 9