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
176
$404K 0.12%
4,200
177
$404K 0.12%
2,920
178
$403K 0.12%
2,642
-476
179
$396K 0.12%
9,450
-1,670
180
$395K 0.12%
40,368
-7,584
181
$393K 0.12%
4,480
182
$392K 0.12%
12,430
-1,970
183
$386K 0.12%
+4,920
184
$382K 0.12%
8,100
-1,550
185
$380K 0.12%
6,250
186
$380K 0.12%
22,500
+12,000
187
$380K 0.12%
+18,150
188
$379K 0.12%
22,570
189
$378K 0.12%
10,680
-1,925
190
$374K 0.11%
+19,120
191
$373K 0.11%
9,670
-1,850
192
$369K 0.11%
13,740
193
$366K 0.11%
8,610
-1,650
194
$362K 0.11%
2,800
-490
195
$362K 0.11%
+7,510
196
$360K 0.11%
600
-110
197
$358K 0.11%
12,770
-2,270
198
$347K 0.11%
16,670
-90,770
199
$347K 0.11%
7,320
+310
200
$337K 0.1%
1,330
-230
6 7
8
9 10