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
201
$368K 0.12%
9,400
-1,450
202
$368K 0.12%
15,040
-2,280
203
$366K 0.12%
+2,480
204
$363K 0.12%
3,290
-500
205
$362K 0.12%
4,350
-700
206
$361K 0.12%
22,090
-3,470
207
$360K 0.12%
2,920
208
$355K 0.12%
8,470
-1,380
209
$355K 0.12%
7,370
-1,170
210
$354K 0.12%
6,250
+2,050
211
$354K 0.12%
5,540
-840
212
$340K 0.11%
5,490
213
$336K 0.11%
11,820
-1,850
214
$332K 0.11%
3,300
+260
215
$328K 0.11%
14,830
216
$326K 0.11%
29,920
-4,160
217
$318K 0.11%
7,420
218
$314K 0.1%
1,560
-240
219
$313K 0.1%
+5,230
220
$312K 0.1%
22,960
-3,778
221
$311K 0.1%
5,340
-830
222
$299K 0.1%
1,880
-300
223
$283K 0.09%
5,790
-870
224
$274K 0.09%
7,010
-1,080
225
$255K 0.09%
16,020
-2,590
7 8
9
10 11