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
$225M
AUM Growth
-$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.75M
3
+$2.72M
4
EWBC icon
East-West Bancorp
EWBC
+$2.12M
5
PENN icon
PENN Entertainment
PENN
+$1.84M

Top Sells

1
+$4.28M
2
+$3.11M
3
+$3.1M
4
WFC icon
Wells Fargo
WFC
+$2.97M
5
COST icon
Costco
COST
+$870K

Sector Composition

1 Healthcare 23.06%
2 Technology 14.86%
3 Financials 13.76%
4 Consumer Discretionary 8.96%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 1.44%
8,317
-464
27
$3.23M 1.44%
24,302
-619
28
$3.19M 1.42%
30,361
-803
29
$3.08M 1.37%
21,795
-453
30
$3.05M 1.35%
15,018
-414
31
$3.02M 1.34%
40,146
-1,052
32
$3M 1.33%
6,675
-1,936
33
$2.94M 1.31%
8,966
-309
34
$2.89M 1.29%
13,182
+2,550
35
$2.83M 1.26%
50,676
-1,390
36
$2.8M 1.24%
20,920
-500
37
$2.72M 1.21%
+54,951
38
$2.65M 1.18%
129,704
-689
39
$2.62M 1.16%
37,557
-6,077
40
$2.58M 1.15%
29,978
-687
41
$2.48M 1.1%
5,777
+979
42
$2.37M 1.05%
30,521
+27,391
43
$2.26M 1%
201,762
+20,055
44
$2.25M 1%
14,926
-272
45
$2.23M 0.99%
11,405
-313
46
$2.21M 0.98%
3,861
-82
47
$2.17M 0.96%
19,965
-374
48
$2.15M 0.96%
22,727
-740
49
$2.02M 0.9%
5,948
-116
50
$1.92M 0.85%
123,000
+7,392
1
2
3 4 5