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
$169M
AUM Growth
-$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.7M
3
+$3.56M
4
DGX icon
Quest Diagnostics
DGX
+$3.35M
5
TS icon
Tenaris
TS
+$2.05M

Top Sells

1
+$14.2M
2
+$8.93M
3
+$7.98M
4
SPG icon
Simon Property Group
SPG
+$6.84M
5
BP icon
BP
BP
+$6.75M

Sector Composition

1 Healthcare 21.68%
2 Financials 17.33%
3 Technology 12.66%
4 Industrials 8.99%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.09M 1.83%
29,139
-1,222
27
$3.08M 1.82%
375,323
-11,639
28
$3.04M 1.8%
99,472
-5,514
29
$2.81M 1.66%
135,183
-3,985
30
$2.81M 1.66%
97,824
-2,142
31
$2.76M 1.63%
11,072
-1,085
32
$2.75M 1.62%
30,730
-2,934
33
$2.37M 1.4%
40,869
+5,076
34
$2.05M 1.21%
+169,900
35
$1.99M 1.17%
47,121
-2,015
36
$1.9M 1.12%
+10,172
37
$1.85M 1.09%
131,852
+70,208
38
$1.65M 0.97%
12,551
-821
39
$1.51M 0.9%
+33,400
40
$1.5M 0.89%
43,744
-3,934
41
$1.48M 0.88%
+17,236
42
$1.48M 0.87%
14,733
-1,314
43
$1.35M 0.8%
+23,260
44
$1.34M 0.79%
29,257
-2,638
45
$1.33M 0.79%
15,255
-380
46
$1.27M 0.75%
15,281
-1,227
47
$1.23M 0.73%
34,297
-2,400
48
$1.22M 0.72%
5,365
-486
49
$1.14M 0.67%
+39,996
50
$1.09M 0.64%
4,233
+160
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