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
$306M
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$3.21M
3
+$2.97M
4
SWX icon
Southwest Gas
SWX
+$2.97M
5
TREE icon
LendingTree
TREE
+$2.96M

Top Sells

1
+$3.73M
2
+$3.38M
3
+$3.25M
4
MKSI icon
MKS Inc
MKSI
+$3.21M
5
AEL
American Equity Investment Life Holding Company
AEL
+$3.16M

Sector Composition

1 Financials 21.35%
2 Real Estate 14.43%
3 Industrials 12.92%
4 Consumer Discretionary 10.73%
5 Technology 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.11M 1.34%
60,291
+8,415
2
$3.71M 1.21%
47,719
+1,580
3
$3.63M 1.18%
75,952
+1,941
4
$3.55M 1.16%
66,434
+1,310
5
$3.4M 1.11%
213,514
+164,564
6
$3.35M 1.09%
210,865
+3,825
7
$3.34M 1.09%
129,315
+2,860
8
$3.33M 1.09%
143,620
+2,915
9
$3.29M 1.08%
64,060
-29,345
10
$3.28M 1.07%
209,830
+31,480
11
$3.24M 1.06%
+196,085
12
$3.22M 1.05%
67,390
+11,220
13
$3.22M 1.05%
41,877
+635
14
$3.21M 1.05%
+170,697
15
$3.17M 1.03%
169,770
+3,160
16
$3.15M 1.03%
59,946
+2,000
17
$3.15M 1.03%
95,160
+1,440
18
$3.12M 1.02%
109,670
+2,230
19
$3.12M 1.02%
131,190
+2,580
20
$3.09M 1.01%
56,735
+1,885
21
$3.05M 0.99%
82,450
+1,320
22
$3.02M 0.98%
76,320
+2,830
23
$3M 0.98%
106,767
+3,530
24
$2.97M 0.97%
+114,154
25
$2.97M 0.97%
+50,865
1
2 3 4 5