PCM
Piermont Capital Management Portfolio holdings
AUM
$211M
1-Year Return
8.09%
This Quarter Return
+7.55%
1 Year Return
-8.09%
3 Year Return
+33.25%
5 Year Return
+53.21%
10 Year Return
–
AUM
$422M
AUM Growth
+$36.1M
(+9.3%)
Cap. Flow
+$16.5M
Cap. Flow
% of AUM
3.89%
Top 10 Holdings %
Top 10 Hldgs %
10%
Holding
310
New
74
Increased
75
Reduced
64
Closed
65
Top Buys
| 1 |
AAR Corp
AIR
|
$3.64M |
| 2 |
Murphy USA
MUSA
|
$3.56M |
| 3 |
Interface
TILE
|
$3.31M |
| 4 |
Strategy Inc Common Stock Class A
MSTR
|
$3.23M |
| 5 |
Spire
SR
|
$3.19M |
Top Sells
| 1 |
Allete
ALE
|
$3.98M |
| 2 |
Sanmina
SANM
|
$3.55M |
| 3 |
Portland General Electric
POR
|
$3.55M |
| 4 |
Trustmark
TRMK
|
$3.48M |
| 5 |
Northwest Natural Holdings
NWN
|
$3.37M |
Sector Composition
| 1 | Financials | 18.89% |
| 2 | Industrials | 16.55% |
| 3 | Consumer Discretionary | 12.85% |
| 4 | Technology | 12.66% |
| 5 | Real Estate | 9.95% |
