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
$179M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$4.2M
3
+$4.08M
4
WBA
Walgreens Boots Alliance
WBA
+$3.58M
5
CVS icon
CVS Health
CVS
+$2.67M

Top Sells

1
+$6.2M
2
+$4.83M
3
+$4.81M
4
UPS icon
United Parcel Service
UPS
+$4.23M
5
FDX icon
FedEx
FDX
+$3.63M

Sector Composition

1 Healthcare 22.18%
2 Technology 16.22%
3 Financials 12.03%
4 Consumer Staples 11.2%
5 Consumer Discretionary 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 1.7%
9,733
-770
27
$3.02M 1.69%
81,391
-13,935
28
$2.8M 1.57%
16,859
+2
29
$2.73M 1.53%
43,088
-3,287
30
$2.73M 1.53%
59,046
-10,300
31
$2.7M 1.51%
23,214
-5,033
32
$2.67M 1.49%
+45,689
33
$2.58M 1.44%
10,246
-14,417
34
$2.48M 1.39%
+21,692
35
$2.47M 1.38%
+6,437
36
$2.45M 1.37%
8,816
-966
37
$2.4M 1.35%
85,755
-49,019
38
$2.36M 1.32%
11,231
-9,393
39
$2.31M 1.29%
53,518
+7,989
40
$2.27M 1.27%
39,524
-2,884
41
$1.92M 1.08%
25,628
-7,048
42
$1.89M 1.06%
80,383
-13,682
43
$1.74M 0.98%
12,366
+1,531
44
$1.72M 0.96%
28,873
+2,226
45
$1.66M 0.93%
22,580
+280
46
$1.55M 0.87%
12,419
-1,531
47
$1.49M 0.83%
25,827
-1,897
48
$1.43M 0.8%
+13,866
49
$1.38M 0.77%
4,121
+8
50
$1.33M 0.75%
13,924
-2,417
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