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
1
$4.11M 1.59%
62,414
-380
2
$3.68M 1.43%
106,961
-670
3
$3.57M 1.38%
104,221
-740
4
$3.45M 1.34%
88,831
-559
5
$3.43M 1.33%
76,800
-560
6
$3.25M 1.26%
+73,240
7
$3.17M 1.23%
49,916
-330
8
$3.01M 1.17%
169,974
+16,620
9
$2.99M 1.16%
109,214
+9,710
10
$2.89M 1.12%
88,052
+4,900
11
$2.89M 1.12%
49,549
-320
12
$2.83M 1.1%
97,116
-710
13
$2.82M 1.09%
103,978
-650
14
$2.8M 1.08%
63,125
+8,850
15
$2.78M 1.08%
71,790
-530
16
$2.74M 1.06%
71,271
-530
17
$2.73M 1.06%
89,010
+83,080
18
$2.72M 1.06%
44,339
-340
19
$2.72M 1.05%
80,633
+3,310
20
$2.72M 1.05%
55,050
-400
21
$2.71M 1.05%
+154,190
22
$2.71M 1.05%
9,073
-66
23
$2.7M 1.05%
45,270
-3,670
24
$2.69M 1.04%
103,780
+23,800
25
$2.66M 1.03%
110,012
-470
1
2 3 4 5