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
$246M
AUM Growth
+$889K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$5.22M
3
+$4.42M
4
TGT icon
Target
TGT
+$4.01M
5
WBA
Walgreens Boots Alliance
WBA
+$3.19M

Top Sells

1
+$6.5M
2
+$3.83M
3
+$3.78M
4
UNP icon
Union Pacific
UNP
+$3.01M
5
FFIV icon
F5
FFIV
+$2.2M

Sector Composition

1 Healthcare 20.71%
2 Consumer Discretionary 15.58%
3 Technology 14.83%
4 Financials 14.02%
5 Industrials 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.11M 1.67%
125,399
-1,164
27
$4.01M 1.63%
139,936
-3,794
28
$4.01M 1.63%
+57,419
29
$3.88M 1.58%
40,549
-1,096
30
$3.73M 1.52%
24,552
-1,293
31
$3.61M 1.47%
88,241
-4,656
32
$3.52M 1.43%
32,927
-100
33
$3.4M 1.38%
71,476
-1,546
34
$3.38M 1.38%
119,534
+1,833
35
$3.25M 1.32%
135,900
-2,412
36
$3.21M 1.3%
290,326
-5,280
37
$3.21M 1.3%
372,122
-63,008
38
$3.19M 1.29%
+38,245
39
$3.1M 1.26%
+70,163
40
$3.1M 1.26%
73,109
-2,487
41
$2.98M 1.21%
15,965
-432
42
$2.98M 1.21%
39,291
-739
43
$2.79M 1.14%
130,271
-978
44
$2.73M 1.11%
39,574
-326
45
$2.71M 1.1%
69,230
-2,078
46
$2.66M 1.08%
+70,218
47
$2.56M 1.04%
52,866
+13,174
48
$2.47M 1%
186,245
-3,784
49
$2.44M 0.99%
84,880
+1,959
50
$2.34M 0.95%
54,128
+1,131
1
2
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