PCM

Palouse Capital Management Portfolio holdings

AUM $157M
1-Year Est. Return 6.27%
This Quarter Est. Return
1 Year Est. Return
+6.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.44M
3
+$6.29M
4
DRI icon
Darden Restaurants
DRI
+$3.54M
5
QCOM icon
Qualcomm
QCOM
+$2.58M

Top Sells

1
+$5.14M
2
+$3.99M
3
+$3.43M
4
MET icon
MetLife
MET
+$783K
5
UNH icon
UnitedHealth
UNH
+$549K

Sector Composition

1 Financials 18.19%
2 Healthcare 15.18%
3 Technology 15.01%
4 Consumer Discretionary 12.77%
5 Industrials 11.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.89M 1.64%
21,688
+623
27
$4.62M 1.55%
63,548
-1,036
28
$4.61M 1.54%
39,769
+2,035
29
$4.57M 1.53%
23,310
-2,805
30
$4.51M 1.51%
69,788
-4,194
31
$4.39M 1.47%
75,655
+474
32
$4.39M 1.47%
31,404
-448
33
$4.34M 1.45%
70,531
-2,152
34
$4.25M 1.42%
37,989
-785
35
$4.23M 1.42%
109,852
-1,924
36
$4.04M 1.35%
57,561
-664
37
$3.81M 1.28%
83,592
+503
38
$3.75M 1.26%
63,598
-667
39
$3.71M 1.24%
76,677
+1,110
40
$3.54M 1.18%
+44,903
41
$3.23M 1.08%
165,464
-1,155
42
$3.21M 1.08%
207,593
-511
43
$3.19M 1.07%
17,273
+201
44
$3.08M 1.03%
37,830
+381
45
$3.04M 1.02%
43,140
+537
46
$2.89M 0.97%
12,202
+90
47
$2.73M 0.91%
22,720
-794
48
$2.6M 0.87%
91,216
-2,824
49
$2.58M 0.86%
+49,843
50
$2.39M 0.8%
85,728
+4,620
1
2
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