PCM

Piermont Capital Management Portfolio holdings

AUM $211M
1-Year Est. Return 8.09%
This Fund
S&P 500
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
+$3.07M
2
+$2.82M
3
+$2.78M
4
CADE
Cadence Bank
CADE
+$2.69M
5
CBT icon
Cabot Corp
CBT
+$2.62M

Top Sells

1
+$2.96M
2
+$2.95M
3
+$2.95M
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
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202
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204
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206
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-12,910
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210
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-8,730
211
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-147,562
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-70,145
215
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-14,010
216
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-6,080
5 6 7 8
9