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PCM
Piermont Capital Management Portfolio holdings
AUM
$211M
1-Year Est. Return
8.09%
This Fund
S&P 500
This Quarter
Est. Return
-1.02%
1 Year Est. Return
-8.09%
3 Year Est. Return
+33.18%
5 Year Est. Return
+53.13%
10 Year Est. Return
–
AUM
$300M
AUM Growth
-$5.12M
(-1.7%)
Cap. Flow
+$2.3M
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
11.57%
Holding
270
New
33
Increased
92
Reduced
83
Closed
33
Top Buys
| 1 |
ESIO
Electro Scientific Industries
ESIO
|
+$2.74M |
| 2 |
INN
Summit Hotel Properties
INN
|
+$2.46M |
| 3 |
CLDT
Chatham Lodging
CLDT
|
+$2.44M |
| 4 |
California Water Service
CWT
|
+$2.38M |
| 5 |
ECHO
Echo Global Logistics, Inc.
ECHO
|
+$2.17M |
Top Sells
| 1 |
SCMP
Sucampo Pharmaceuticals, Inc.
SCMP
|
+$3.1M |
| 2 |
LPL Financial
LPLA
|
+$3.07M |
| 3 |
Old National Bancorp
ONB
|
+$2.69M |
| 4 |
Spire
SR
|
+$2.64M |
| 5 |
DST
DST Systems Inc.
DST
|
+$2.38M |
Sector Composition
| 1 | Financials | 23.93% |
| 2 | Industrials | 17.69% |
| 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
Green Dot
GDOT
$756M
| $4.11M | 1.37% |
64,019
+1,420
| +2% | +$89.5K |
|
2
Haemonetics
HAE
$3.38B
| $4.05M | 1.35% |
55,347
+1,250
| +2% | +$85.8K |
|
3
Louisiana-Pacific
LPX
$5.27B
| $3.75M | 1.25% |
130,340
-610
| -0.5% | -$17.5K |
|
4
Selective Insurance
SIGI
$5.77B
| $3.35M | 1.12% |
55,184
+2,370
| +4% | +$140K |
|
5
First Citizens BancShares
FCNCA
$23.9B
| $3.29M | 1.1% |
7,955
+220
| +3% | +$94.8K |
|
6
EnerSys
ENS
$7.34B
| $3.28M | 1.09% |
47,235
+570
| +1% | +$40.5K |
|
7
Wolfspeed
WOLF
$1.78B
| $3.27M | 1.09% |
81,146
+3,780
| +5% | +$142K |
|
8
Moog Inc Class A
MOG.A
$12.4B
| $3.26M | 1.09% |
39,540
-460
| -1% | -$39.7K |
|
9
Gibraltar Industries
ROCK
$1.23B
| $3.17M | 1.06% |
93,695
-220
| -0.2% | -$7.64K |
|
10
Brunswick
BC
$5.04B
| $3.16M | 1.05% |
53,170
-130
| -0.2% | -$7.68K |
|
|
UCB
11
United Community Banks
UCB
$4.26B
| $3.13M | 1.04% |
98,837
+2,200
| +2% | +$68.9K |
|
12
Progress Software
PRGS
$1.54B
| $3.1M | 1.04% |
80,737
+680
| +0.8% | +$31.2K |
|
13
Bankunited
BKU
$3.49B
| $3.04M | 1.02% |
76,132
+1,670
| +2% | +$69K |
|
14
Wintrust Financial
WTFC
$11B
| $2.99M | 1% |
34,730
+760
| +2% | +$65.4K |
|
15
Insight Enterprises
NSIT
$3.62B
| $2.94M | 0.98% |
84,018
+1,870
| +2% | +$67.6K |
|
16
NorthWestern Energy
NWE
$4.48B
| $2.88M | 0.96% |
53,560
+10,570
| +25% | +$559K |
|
17
Taylor Morrison
TMHC
$6.62B
| $2.85M | 0.95% |
122,615
+1,700
| +1% | +$42.4K |
|
18
Amkor Technology
AMKR
$17.4B
| $2.83M | 0.94% |
279,150
-910
| -0.3% | -$9.47K |
|
19
Portland General Electric
POR
$6.14B
| $2.79M | 0.93% |
68,870
+15,320
| +29% | +$629K |
|
|
PSB
20
DELISTED
PS Business Parks, Inc.
PSB
| $2.74M | 0.92% |
24,275
-10
| -0% | -$1.15K |
|
21
Quad
QUAD
$431M
| $2.72M | 0.91% |
107,440
+800
| +0.8% | +$19.5K |
|
22
Banner Corp
BANR
$2.35B
| $2.71M | 0.91% |
48,890
+1,870
| +4% | +$104K |
|
|
ISCA
23
DELISTED
International Speedway Corp
ISCA
| $2.68M | 0.89% |
60,754
+2,830
| +5% | +$123K |
|
24
International Bancshares
IBOC
$4.68B
| $2.67M | 0.89% |
68,600
+1,510
| +2% | +$61.3K |
|
|
AEL
25
DELISTED
American Equity Investment Life Holding Company
AEL
| $2.65M | 0.88% |
90,277
+2,010
| +2% | +$64.4K |
|
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