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
176
$443K 0.15%
9,650
-1,510
177
$440K 0.15%
13,540
+1,840
178
$438K 0.15%
+5,020
179
$433K 0.14%
3,360
180
$432K 0.14%
10,260
-1,600
181
$430K 0.14%
+9,190
182
$428K 0.14%
11,520
-1,800
183
$426K 0.14%
3,118
-499
184
$426K 0.14%
43,850
-6,710
185
$426K 0.14%
+3,880
186
$424K 0.14%
7,030
-1,120
187
$422K 0.14%
11,490
188
$420K 0.14%
150
189
$414K 0.14%
+12,480
190
$411K 0.14%
14,400
-2,080
191
$409K 0.14%
14,192
-2,250
192
$403K 0.13%
4,480
193
$397K 0.13%
4,200
-640
194
$385K 0.13%
4,010
-640
195
$384K 0.13%
4,560
196
$384K 0.13%
8,500
197
$383K 0.13%
13,740
198
$383K 0.13%
8,370
-1,390
199
$376K 0.13%
6,300
200
$369K 0.12%
12,605
-2,100
6 7
8
9 10