PCM

Palouse Capital Management Portfolio holdings

AUM $152M
1-Year Est. Return 8.19%
This Quarter Est. Return
1 Year Est. Return
+8.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1 +$4.18M
2 +$2.71M
3 +$2.67M
4
OKE icon
Oneok
OKE
+$2.54M
5
BDX icon
Becton Dickinson
BDX
+$1.45M

Top Sells

1 +$3.69M
2 +$3.58M
3 +$2.27M
4
IPG icon
Interpublic Group of Companies
IPG
+$1.49M
5
PFE icon
Pfizer
PFE
+$1.11M

Sector Composition

1 Technology 18.98%
2 Healthcare 12.53%
3 Financials 12.28%
4 Communication Services 7.97%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CSCO icon
26
Cisco
CSCO
$279B
$2.57M 1.7%
37,086
-12,008
OKE icon
27
Oneok
OKE
$43.8B
$2.54M 1.67%
+31,093
PFE icon
28
Pfizer
PFE
$141B
$2.47M 1.63%
101,846
-45,922
LRCX icon
29
Lam Research
LRCX
$178B
$2.45M 1.61%
25,119
-6,323
NTR icon
30
Nutrien
NTR
$27.6B
$2.4M 1.58%
41,172
-11,973
EWBC icon
31
East-West Bancorp
EWBC
$14.1B
$2.15M 1.42%
21,313
-416
SBUX icon
32
Starbucks
SBUX
$97.2B
$2.14M 1.41%
23,397
+168
AAPL icon
33
Apple
AAPL
$3.84T
$2.12M 1.4%
10,338
-3
CMCSA icon
34
Comcast
CMCSA
$109B
$2.06M 1.36%
57,755
-508
AKAM icon
35
Akamai
AKAM
$10.9B
$1.96M 1.29%
24,519
+637
T icon
36
AT&T
T
$183B
$1.94M 1.28%
66,983
-27,852
AMLP icon
37
Alerian MLP ETF
AMLP
$10.3B
$1.9M 1.25%
38,841
+102
BDX icon
38
Becton Dickinson
BDX
$54.2B
$1.88M 1.24%
10,893
+8,406
TMO icon
39
Thermo Fisher Scientific
TMO
$211B
$1.85M 1.22%
4,573
+1,761
MU icon
40
Micron Technology
MU
$223B
$1.85M 1.22%
14,990
-116
ELV icon
41
Elevance Health
ELV
$77.7B
$1.8M 1.18%
4,615
-56
META icon
42
Meta Platforms (Facebook)
META
$1.84T
$1.68M 1.11%
2,277
-783
SPY icon
43
SPDR S&P 500 ETF Trust
SPY
$663B
$1.64M 1.08%
2,655
+408
AMZN icon
44
Amazon
AMZN
$2.32T
$1.64M 1.08%
7,476
-97
KHC icon
45
Kraft Heinz
KHC
$30.3B
$1.64M 1.08%
63,504
+2,904
AMD icon
46
Advanced Micro Devices
AMD
$374B
$1.58M 1.05%
11,167
-4
NXPI icon
47
NXP Semiconductors
NXPI
$54.7B
$1.53M 1.01%
7,019
-1,536
NKE icon
48
Nike
NKE
$102B
$1.52M 1.01%
21,450
-1,111
REGN icon
49
Regeneron Pharmaceuticals
REGN
$61.4B
$1.42M 0.93%
+2,697
PYPL icon
50
PayPal
PYPL
$65B
$1.33M 0.88%
17,895
-148