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
$284M
AUM Growth
+$319K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.37M
3
+$3.08M
4
FFIV icon
F5
FFIV
+$2.67M
5
JBL icon
Jabil
JBL
+$2.62M

Top Sells

1
+$5.2M
2
+$5.09M
3
+$4.47M
4
WBA
Walgreens Boots Alliance
WBA
+$3.98M
5
VTRS icon
Viatris
VTRS
+$2.61M

Sector Composition

1 Industrials 21.8%
2 Consumer Discretionary 14.64%
3 Technology 13.89%
4 Healthcare 11.94%
5 Financials 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.04M 1.42%
135,484
+19,975
27
$4.01M 1.41%
72,691
-2,788
28
$4.01M 1.41%
99,496
-2,359
29
$4.01M 1.41%
151,831
-1,987
30
$3.87M 1.36%
98,742
+1,921
31
$3.84M 1.35%
33,286
-223
32
$3.79M 1.33%
+39,705
33
$3.69M 1.3%
71,005
-4,234
34
$3.66M 1.29%
41,902
-1,212
35
$3.48M 1.22%
58,687
+590
36
$3.39M 1.19%
19,591
+144
37
$3.37M 1.18%
+197,770
38
$3.17M 1.11%
117,986
+1,561
39
$3.06M 1.08%
4,587
-373
40
$2.94M 1.03%
53,532
+11,552
41
$2.88M 1.01%
51,457
-3,782
42
$2.8M 0.99%
35,784
+2,070
43
$2.77M 0.98%
96,214
-6,730
44
$2.72M 0.96%
14,246
-1,171
45
$2.67M 0.94%
+22,172
46
$2.6M 0.91%
218,982
-1,502
47
$2.59M 0.91%
77,702
+887
48
$2.49M 0.88%
44,992
-99
49
$2.49M 0.88%
+53,031
50
$2.46M 0.87%
+74,394
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