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
$253M
AUM Growth
-$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.46M
3
+$5.27M
4
PFG icon
Principal Financial Group
PFG
+$3.99M
5
OXY icon
Occidental Petroleum
OXY
+$2.6M

Top Sells

1
+$4.39M
2
+$4.11M
3
+$3.33M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.71M
5
IVZ icon
Invesco
IVZ
+$893K

Sector Composition

1 Financials 22.1%
2 Technology 15.47%
3 Healthcare 11.04%
4 Industrials 10.44%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.42M 1.75%
43,873
-3,787
27
$4.25M 1.68%
26,330
+5,347
28
$4.12M 1.63%
31,957
-461
29
$4.11M 1.62%
107,502
-12,001
30
$3.99M 1.58%
+90,372
31
$3.98M 1.57%
133,862
+82,238
32
$3.68M 1.45%
133,809
-3,413
33
$3.59M 1.42%
14,417
-355
34
$3.54M 1.4%
78,385
-1,285
35
$3.51M 1.39%
67,738
-897
36
$3.48M 1.38%
141,397
+26,708
37
$3.47M 1.37%
70,397
-1,425
38
$3.44M 1.36%
35,246
-585
39
$3.36M 1.33%
100,332
-1,190
40
$3.28M 1.3%
30,416
-469
41
$3.23M 1.28%
73,913
-5,694
42
$3.23M 1.28%
70,608
-2,058
43
$3.16M 1.25%
60,681
+15,514
44
$2.92M 1.15%
73,920
+19,892
45
$2.86M 1.13%
42,717
+22,487
46
$2.32M 0.92%
43,516
-2,620
47
$2.31M 0.91%
96,508
-13,162
48
$2.18M 0.86%
63,900
-1,075
49
$2.01M 0.79%
53,141
-381
50
$1.91M 0.75%
18,939
-117
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