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
201
$335K 0.1%
7,120
-1,350
202
$334K 0.1%
5,750
+210
203
$332K 0.1%
5,490
204
$320K 0.1%
7,950
-1,450
205
$314K 0.1%
+15,860
206
$314K 0.1%
+4,690
207
$313K 0.1%
18,660
-3,430
208
$312K 0.1%
7,420
209
$310K 0.09%
+5,400
210
$307K 0.09%
+16,000
211
$303K 0.09%
+3,370
212
$302K 0.09%
+5,550
213
$298K 0.09%
4,460
-880
214
$296K 0.09%
6,240
-1,130
215
$281K 0.09%
+9,690
216
$278K 0.09%
+17,720
217
$265K 0.08%
7,170
-1,250
218
$255K 0.08%
19,360
-3,600
219
$252K 0.08%
7,760
-1,430
220
$251K 0.08%
20,301
+3,560
221
$250K 0.08%
1,600
-280
222
$245K 0.08%
4,930
-860
223
$236K 0.07%
1,070
224
$229K 0.07%
10,000
-1,820
225
$223K 0.07%
+304
7 8
9
10 11