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
$328M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.19M
3
+$3.07M
4
CTB
Cooper Tire & Rubber Co.
CTB
+$3.05M
5
MUSA icon
Murphy USA
MUSA
+$2.99M

Top Sells

1
+$4.41M
2
+$4.03M
3
+$3.53M
4
CAL icon
Caleres
CAL
+$3.36M
5
SAH icon
Sonic Automotive
SAH
+$3.01M

Sector Composition

1 Financials 17.32%
2 Industrials 12.95%
3 Real Estate 12.84%
4 Consumer Discretionary 12.39%
5 Technology 12.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.78M 1.46%
90,674
+1,657
2
$4.07M 1.24%
50,226
+950
3
$4.05M 1.23%
55,380
+49,550
4
$3.5M 1.07%
122,755
+2,220
5
$3.49M 1.06%
156,110
+142,990
6
$3.37M 1.03%
161,710
+3,010
7
$3.31M 1.01%
97,866
+1,950
8
$3.3M 1.01%
113,420
+2,130
9
$3.3M 1%
71,841
+1,450
10
$3.26M 0.99%
47,110
+3,520
11
$3.24M 0.99%
44,669
+900
12
$3.23M 0.98%
97,170
+1,790
13
$3.2M 0.98%
102,019
+2,040
14
$3.2M 0.98%
8,952
+1,883
15
$3.19M 0.97%
9,149
+184
16
$3.14M 0.96%
104,540
+2,080
17
$3.13M 0.95%
55,470
+1,110
18
$3.13M 0.95%
129,218
+33,888
19
$3.13M 0.95%
120,664
+8,830
20
$3.08M 0.94%
55,726
+1,100
21
$3.07M 0.94%
+145,180
22
$3.05M 0.93%
183,018
+5,308
23
$3.05M 0.93%
+71,160
24
$3.03M 0.92%
84,818
+1,350
25
$3M 0.91%
91,310
+19,360
1
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