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
$327M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.99M
3
+$2.76M
4
SSB icon
SouthState Bank Corp
SSB
+$2.59M
5
WD icon
Walker & Dunlop
WD
+$2.55M

Top Sells

1
+$4.11M
2
+$3.27M
3
+$3.16M
4
UCB
United Community Banks
UCB
+$3.13M
5
LPX icon
Louisiana-Pacific
LPX
+$2.65M

Sector Composition

1 Financials 20.23%
2 Industrials 15.62%
3 Real Estate 13.09%
4 Technology 10.37%
5 Consumer Discretionary 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.12M 1.26%
114,347
+24,070
2
$4.05M 1.24%
45,187
-10,160
3
$3.64M 1.11%
97,095
+3,400
4
$3.61M 1.1%
48,335
+1,100
5
$3.55M 1.09%
77,759
+4,530
6
$3.45M 1.06%
8,545
+590
7
$3.35M 1.03%
26,065
+1,790
8
$3.34M 1.02%
81,802
+5,670
9
$3.26M 1%
38,420
+1,770
10
$3.25M 1%
37,340
+2,610
11
$3.23M 0.99%
83,327
+2,590
12
$3.22M 0.99%
375,180
+96,030
13
$3.21M 0.98%
58,444
+3,260
14
$3.2M 0.98%
55,910
+2,350
15
$3.19M 0.98%
40,900
+1,360
16
$3.15M 0.96%
151,435
+28,820
17
$3.12M 0.96%
72,900
+4,300
18
$3.1M 0.95%
51,470
+2,580
19
$3.08M 0.94%
284,257
+51,190
20
$3.07M 0.94%
71,820
+2,950
21
$3.03M 0.93%
90,912
+6,830
22
$3.02M 0.93%
142,466
+25,140
23
$3.02M 0.92%
61,630
-22,388
24
$3.01M 0.92%
+69,190
25
$2.99M 0.92%
+137,730
1
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