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
$208M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.3M
3
+$2.13M
4
CBU icon
Community Bank
CBU
+$2.13M
5
COLB icon
Columbia Banking Systems
COLB
+$2.1M

Top Sells

1
+$3.17M
2
+$3.07M
3
+$2.55M
4
EXTR icon
Extreme Networks
EXTR
+$2.23M
5
SHLM
Schulman (A.) Inc
SHLM
+$2.18M

Sector Composition

1 Financials 21.49%
2 Industrials 14.48%
3 Real Estate 12.2%
4 Consumer Discretionary 7.93%
5 Healthcare 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.32M 1.6%
52,190
+1,070
2
$3.2M 1.54%
89,443
+1,840
3
$3.18M 1.53%
53,680
+1,090
4
$3.11M 1.5%
74,278
+1,514
5
$2.94M 1.42%
143,930
+3,430
6
$2.91M 1.4%
160,922
+3,250
7
$2.88M 1.39%
44,662
+900
8
$2.79M 1.35%
150,330
+4,070
9
$2.56M 1.23%
+22,620
10
$2.5M 1.2%
123,570
+4,340
11
$2.49M 1.2%
41,200
+920
12
$2.46M 1.19%
22,420
+450
13
$2.46M 1.18%
59,650
+1,230
14
$2.43M 1.17%
41,433
+900
15
$2.41M 1.16%
85,460
+630
16
$2.34M 1.13%
170,820
+4,730
17
$2.3M 1.11%
+84,830
18
$2.29M 1.1%
41,010
+300
19
$2.24M 1.08%
82,890
+600
20
$2.23M 1.08%
91,830
+2,550
21
$2.19M 1.06%
100,150
-9,340
22
$2.19M 1.05%
40,890
+1,530
23
$2.18M 1.05%
46,086
+1,020
24
$2.18M 1.05%
77,270
+560
25
$2.16M 1.04%
69,748
+11,548
1
2 3 4 5