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
$229M
AUM Growth
+$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.29M
3
+$2.2M
4
IBKR icon
Interactive Brokers
IBKR
+$1.9M
5
BABA icon
Alibaba
BABA
+$1.43M

Top Sells

1
+$5.3M
2
+$4.47M
3
+$4.17M
4
PRU icon
Prudential Financial
PRU
+$3.34M
5
IPG icon
Interpublic Group of Companies
IPG
+$2.65M

Sector Composition

1 Healthcare 22.78%
2 Technology 15.84%
3 Financials 12.48%
4 Consumer Discretionary 8.77%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.32M 1.45%
46,912
-1,318
27
$3.29M 1.44%
54,933
+4,840
28
$3.21M 1.4%
98,855
-81,580
29
$3.2M 1.4%
41,198
+2,648
30
$3.19M 1.39%
31,164
-32,586
31
$3.17M 1.39%
10,632
-203
32
$3.11M 1.36%
111,196
-48,940
33
$3.1M 1.36%
23,519
-350
34
$3.06M 1.34%
43,634
+2,851
35
$3.05M 1.33%
22,248
+19,127
36
$2.99M 1.31%
15,432
-18
37
$2.97M 1.3%
65,578
-880
38
$2.97M 1.3%
52,066
-302
39
$2.96M 1.29%
9,275
+34
40
$2.83M 1.24%
130,393
+30,492
41
$2.62M 1.14%
30,665
-527
42
$2.62M 1.14%
21,420
-20
43
$2.41M 1.05%
11,718
+9
44
$2.33M 1.02%
23,467
+14
45
$2.29M 1%
+181,707
46
$2.2M 0.96%
+15,198
47
$2.17M 0.95%
20,339
+2,077
48
$2.11M 0.92%
6,064
-1
49
$2.08M 0.91%
3,730
+50
50
$2.05M 0.9%
4,798
+791
1
2
3 4 5