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
$258M
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.71M
3
+$2.55M
4
PIPR icon
Piper Sandler
PIPR
+$2.51M
5
CADE icon
Cadence Bank
CADE
+$2.5M

Top Sells

1
+$2.96M
2
+$2.95M
3
+$2.92M
4
HLX icon
Helix Energy Solutions
HLX
+$2.86M
5
HR icon
Healthcare Realty
HR
+$2.79M

Sector Composition

1 Financials 20.33%
2 Industrials 15.18%
3 Real Estate 14.54%
4 Technology 9.42%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-222,630
202
– –
-71,380
203
– –
-48,784
204
– –
-47,072
205
– –
-990
206
– –
-53,200
207
– –
-3,830
208
– –
-141,850
209
– –
-8,490
210
– –
-8,730
211
– –
-147,562
212
– –
-134,889
213
– –
-123,454
214
– –
-70,145
215
– –
-14,010
216
– –
-6,080
5 6 7 8
9