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
$260M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$2.96M
3
+$912K
4
T icon
AT&T
T
+$802K
5
IVZ icon
Invesco
IVZ
+$716K

Top Sells

1
+$6M
2
+$5.41M
3
+$4.62M
4
ORCL icon
Oracle
ORCL
+$3.54M
5
MSFT icon
Microsoft
MSFT
+$3.28M

Sector Composition

1 Financials 24.2%
2 Healthcare 10.89%
3 Consumer Staples 10.73%
4 Industrials 9.18%
5 Technology 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.45M 1.71%
82,495
-66
27
$4.44M 1.71%
31,794
-163
28
$4.06M 1.56%
75,160
-56,999
29
$3.97M 1.53%
106,950
+6,618
30
$3.92M 1.51%
35,069
-177
31
$3.91M 1.5%
141,726
+329
32
$3.9M 1.5%
66,925
-813
33
$3.86M 1.49%
80,190
+9,582
34
$3.74M 1.44%
34,778
+4,362
35
$3.74M 1.44%
73,687
+3,290
36
$3.68M 1.41%
59,108
-1,573
37
$3.54M 1.36%
74,560
+647
38
$3.52M 1.35%
74,200
+280
39
$3.44M 1.32%
13,923
-494
40
$3.38M 1.3%
40,965
-1,752
41
$3.27M 1.26%
132,927
-882
42
$3.04M 1.17%
43,707
+191
43
$2.96M 1.14%
+90,656
44
$2.79M 1.07%
106,224
+9,716
45
$2.36M 0.91%
58,987
-4,913
46
$2.26M 0.87%
50,748
-2,393
47
$2.17M 0.83%
17,514
-1,425
48
$2.03M 0.78%
36,866
-2,432
49
$1.89M 0.73%
26,074
-1,767
50
$1.85M 0.71%
11,795
-831
1
2
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