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
$313M
AUM Growth
-$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$3.08M
3
+$2.93M
4
MENT
Mentor Graphics Corp
MENT
+$2.9M
5
NWN icon
Northwest Natural Holdings
NWN
+$2.83M

Top Sells

1
+$4.99M
2
+$3.84M
3
+$3.37M
4
CADE icon
Cadence Bank
CADE
+$3.15M
5
KFY icon
Korn Ferry
KFY
+$3.12M

Sector Composition

1 Financials 20.84%
2 Industrials 14.55%
3 Real Estate 14.35%
4 Consumer Discretionary 11.64%
5 Technology 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.87M 1.24%
58,815
-1,420
2
$3.62M 1.15%
126,315
-3,000
3
$3.52M 1.12%
149,882
-3,590
4
$3.52M 1.12%
104,287
-2,480
5
$3.45M 1.1%
61,581
-1,500
6
$3.3M 1.05%
58,586
-1,360
7
$3.27M 1.04%
150,620
-3,660
8
$3.27M 1.04%
111,504
-2,650
9
$3.25M 1.04%
205,885
-4,980
10
$3.23M 1.03%
140,200
-3,420
11
$3.23M 1.03%
87,217
+10,897
12
$3.18M 1.01%
80,450
-2,000
13
$3.14M 1%
+187,112
14
$3.1M 0.99%
132,548
-3,240
15
$3.08M 0.98%
+114,700
16
$3.07M 0.98%
151,338
-3,640
17
$3.05M 0.97%
83,397
-2,010
18
$3.04M 0.97%
31,135
-740
19
$2.99M 0.96%
166,070
-3,610
20
$2.98M 0.95%
130,805
-3,120
21
$2.97M 0.95%
6,928
+5,733
22
$2.96M 0.94%
84,497
-2,060
23
$2.94M 0.94%
61,558
-1,454
24
$2.93M 0.94%
49,312
-1,200
25
$2.93M 0.94%
+74,270
1
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