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
$189M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.09M
3
+$2.05M
4
AMZN icon
Amazon
AMZN
+$1.67M
5
NVR icon
NVR
NVR
+$1.35M

Top Sells

1
+$4.71M
2
+$3.19M
3
+$2.4M
4
IPG icon
Interpublic Group of Companies
IPG
+$1.94M
5
GILD icon
Gilead Sciences
GILD
+$1.87M

Sector Composition

1 Healthcare 20.6%
2 Technology 17.29%
3 Financials 12.85%
4 Consumer Discretionary 8.74%
5 Consumer Staples 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 1.61%
174,324
-137,707
27
$3M 1.59%
48,711
-4,807
28
$2.88M 1.52%
77,219
-8,536
29
$2.83M 1.5%
41,458
-4,231
30
$2.81M 1.49%
53,577
-5,469
31
$2.55M 1.35%
35,972
-3,552
32
$2.55M 1.35%
21,182
-2,032
33
$2.52M 1.34%
9,500
+684
34
$2.46M 1.3%
15,298
-1,561
35
$2.45M 1.3%
52,186
-29,205
36
$2.41M 1.28%
27,950
-923
37
$2.35M 1.25%
9,072
-1,174
38
$2.35M 1.24%
19,724
-1,968
39
$2.2M 1.16%
+101,183
40
$2.15M 1.14%
6,045
-392
41
$2.09M 1.1%
+41,522
42
$2.08M 1.1%
69,089
-11,294
43
$2M 1.06%
24,132
-1,496
44
$1.93M 1.02%
11,341
-1,025
45
$1.92M 1.02%
21,900
-680
46
$1.91M 1.01%
11,991
-428
47
$1.76M 0.93%
12,247
+4,472
48
$1.67M 0.88%
+10,240
49
$1.57M 0.83%
21,966
-3,861
50
$1.53M 0.81%
13,481
-385
1
2
3 4