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
$300M
AUM Growth
-$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.33M
3
+$2.25M
4
CWT icon
California Water Service
CWT
+$2.22M
5
ECHO
Echo Global Logistics, Inc.
ECHO
+$2.13M

Top Sells

1
+$3.1M
2
+$3.07M
3
+$2.8M
4
ONB icon
Old National Bancorp
ONB
+$2.69M
5
DST
DST Systems Inc.
DST
+$2.38M

Sector Composition

1 Financials 23.93%
2 Industrials 17.06%
3 Consumer Discretionary 11.11%
4 Technology 9.66%
5 Real Estate 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.11M 1.37%
64,019
+1,420
2
$4.05M 1.35%
55,347
+1,250
3
$3.75M 1.25%
130,340
-610
4
$3.35M 1.12%
55,184
+2,370
5
$3.29M 1.1%
7,955
+220
6
$3.28M 1.09%
47,235
+570
7
$3.27M 1.09%
81,146
+3,780
8
$3.26M 1.09%
39,540
-460
9
$3.17M 1.06%
93,695
-220
10
$3.16M 1.05%
53,170
-130
11
$3.13M 1.04%
98,837
+2,200
12
$3.1M 1.04%
80,737
+680
13
$3.04M 1.02%
76,132
+1,670
14
$2.99M 1%
34,730
+760
15
$2.94M 0.98%
84,018
+1,870
16
$2.88M 0.96%
53,560
+10,570
17
$2.85M 0.95%
122,615
+1,700
18
$2.83M 0.94%
279,150
-910
19
$2.79M 0.93%
68,870
+15,320
20
$2.74M 0.92%
24,275
-10
21
$2.72M 0.91%
107,440
+800
22
$2.71M 0.91%
48,890
+1,870
23
$2.68M 0.89%
60,754
+2,830
24
$2.67M 0.89%
68,600
+1,510
25
$2.65M 0.88%
90,277
+2,010
1
2 3 4 5