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
$227M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.75M
3
+$3.37M
4
COST icon
Costco
COST
+$3.05M
5
MRK icon
Merck
MRK
+$2.84M

Top Sells

1
+$3.7M
2
+$2.88M
3
+$2.55M
4
AMAT icon
Applied Materials
AMAT
+$2.41M
5
ULTA icon
Ulta Beauty
ULTA
+$1.49M

Sector Composition

1 Healthcare 21.43%
2 Technology 14.97%
3 Financials 12.89%
4 Consumer Staples 9.56%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.69M 1.63%
72,120
-1,091
27
$3.51M 1.55%
48,230
-481
28
$3.43M 1.51%
53,051
-1,602
29
$3.28M 1.45%
8,815
-73
30
$3.22M 1.42%
25,273
+4,091
31
$3.16M 1.39%
42,013
+555
32
$3.08M 1.36%
10,835
+1,763
33
$3.06M 1.35%
23,869
+4,145
34
$3.05M 1.35%
+8,663
35
$3.04M 1.34%
50,093
-2,093
36
$2.94M 1.3%
15,450
+152
37
$2.84M 1.25%
+38,550
38
$2.83M 1.25%
52,368
-1,209
39
$2.82M 1.24%
9,241
-259
40
$2.6M 1.15%
66,458
-2,631
41
$2.5M 1.1%
40,783
-739
42
$2.41M 1.06%
31,192
+9,226
43
$2.36M 1.04%
11,709
-282
44
$2.33M 1.03%
11,345
+4
45
$2.28M 1.01%
99,901
-1,282
46
$2.21M 0.98%
21,440
-460
47
$2.17M 0.96%
18,262
+4,781
48
$2.08M 0.92%
23,453
-679
49
$1.79M 0.79%
11,600
+1,360
50
$1.79M 0.79%
+3,915
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