PCM
Palouse Capital Management Portfolio holdings
AUM
$156M
1-Year Est. Return
13.12%
This Fund
S&P 500
1 Year Est. Return
+13.12%
AUM
$156M
AUM Growth
-$1.17M
(-0.75%)
Holding
164
Top Buys
| 1 | +$3.74M | |
| 2 | +$1.88M | |
| 3 | +$1.2M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$729K |
| 5 |
MRSH
Marsh
MRSH
|
+$623K |
Top Sells
| 1 | +$2.11M | |
| 2 | +$1.63M | |
| 3 | +$1.1M | |
| 4 |
Thermo Fisher Scientific
TMO
|
+$1.01M |
| 5 |
Lam Research
LRCX
|
+$923K |
Sector Composition
| 1 | Technology | 19.74% |
| 2 | Financials | 12.7% |
| 3 | Healthcare | 11.81% |
| 4 | Communication Services | 8.68% |
| 5 | Consumer Staples | 7.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Pfizer
PFE
$154B
| $2.51M | 1.61% |
100,636
-3,945
|
|
||
27
Nutrien
NTR
$36.7B
| $2.5M | 1.6% |
40,555
-1,024
|
|
||
|
MRSH
28
Marsh
MRSH
$88.6B
| $2.39M | 1.53% |
12,857
+3,332
|
|
||
29
Akamai
AKAM
$14.5B
| $2.28M | 1.46% |
26,122
-1,303
|
|
||
30
East-West Bancorp
EWBC
$14.6B
| $2.26M | 1.45% |
20,108
-812
|
|
||
31
Verizon
VZ
$216B
| $2.17M | 1.39% |
53,297
-6,708
|
|
||
32
Walt Disney
DIS
$180B
| $2.11M | 1.35% |
18,551
+715
|
|
||
|
33
Meta Platforms (Facebook)
META
$1.63T
| $2.08M | 1.33% |
3,153
+1,092
|
|
||
34
Oneok
OKE
$54.7B
| $2.05M | 1.31% |
27,862
-3,574
|
|
||
35
Starbucks
SBUX
$113B
| $2M | 1.28% |
23,725
+78
|
|
||
36
Becton Dickinson
BDX
$47.5B
| $1.93M | 1.24% |
9,960
-882
|
|
||
37
Regeneron Pharmaceuticals
REGN
$80.3B
| $1.89M | 1.21% |
2,453
-140
|
|
||
38
Elevance Health
ELV
$63.9B
| $1.89M | 1.21% |
5,396
-696
|
|
||
39
Honeywell
HON
$149B
| $1.84M | 1.18% |
+9,443
|
|
||
40
Alerian MLP ETF
AMLP
$12B
| $1.82M | 1.16% |
38,638
-978
|
|
||
41
Amazon
AMZN
$2.29T
| $1.68M | 1.08% |
7,269
-191
|
|
||
42
AT&T
T
$200B
| $1.65M | 1.06% |
66,476
-550
|
|
||
43
Everest Group
EG
$13.5B
| $1.64M | 1.05% |
4,835
-790
|
|
||
44
General Mills
GIS
$23.6B
| $1.53M | 0.98% |
32,950
-1,389
|
|
||
|
45
Thermo Fisher Scientific
TMO
$189B
| $1.44M | 0.92% |
2,484
-1,781
|
|
||
46
Alexandria Real Estate Equities
ARE
$8.79B
| $1.39M | 0.89% |
28,414
-8,704
|
|
||
|
FISV
47
Fiserv Inc
FISV
$33.7B
| $1.38M | 0.89% |
20,571
+5,154
|
|
||
48
Adobe
ADBE
$116B
| $1.37M | 0.88% |
3,910
+75
|
|
||
49
Advanced Micro Devices
AMD
$314B
| $1.31M | 0.84% |
6,118
-4,893
|
|
||
50
Nike
NKE
$84.4B
| $1.31M | 0.84% |
20,517
-844
|
|