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
$300M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$5.98M
3
+$2.79M
4
AMAT icon
Applied Materials
AMAT
+$2.4M
5
KR icon
Kroger
KR
+$1.83M

Top Sells

1
+$4.39M
2
+$2.37M
3
+$1.72M
4
UNH icon
UnitedHealth
UNH
+$1.54M
5
DRI icon
Darden Restaurants
DRI
+$878K

Sector Composition

1 Healthcare 14.83%
2 Technology 14.5%
3 Financials 13.09%
4 Industrials 11.36%
5 Consumer Discretionary 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.12M 1.71%
82,338
+44,900
27
$4.98M 1.66%
62,813
+97
28
$4.95M 1.65%
58,210
-929
29
$4.79M 1.59%
72,959
+2,113
30
$4.58M 1.52%
109,220
+1,896
31
$4.26M 1.42%
39,606
+1,232
32
$4.24M 1.41%
77,891
+20,488
33
$4.15M 1.38%
63,336
+5,174
34
$4.12M 1.37%
371,621
+11,598
35
$4.11M 1.37%
59,157
+743
36
$4.02M 1.34%
31,300
+4
37
$3.84M 1.28%
74,686
-154
38
$3.8M 1.27%
36,340
+13,797
39
$3.75M 1.25%
103,057
+121
40
$3.71M 1.24%
81,177
-983
41
$3.53M 1.17%
77,133
-209
42
$3.46M 1.15%
144,441
+76,559
43
$3.45M 1.15%
47,188
+4,731
44
$3.35M 1.12%
15,668
-7,205
45
$3.1M 1.03%
45,972
-65
46
$2.84M 0.94%
111,925
+19,608
47
$2.64M 0.88%
17,232
+2
48
$2.6M 0.86%
40,197
+6,723
49
$2.42M 0.8%
29,994
-525
50
$2.4M 0.8%
+43,244
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