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
$227M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6.31M
3
+$3.77M
4
BBY icon
Best Buy
BBY
+$3.21M
5
APD icon
Air Products & Chemicals
APD
+$3.05M

Top Sells

1
+$8.27M
2
+$5.65M
3
+$5.61M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.49M
5
WBA
Walgreens Boots Alliance
WBA
+$3.58M

Sector Composition

1 Healthcare 18.14%
2 Technology 16.57%
3 Financials 16.01%
4 Consumer Discretionary 10.96%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.39M 1.49%
95,722
+2,351
27
$3.25M 1.43%
24,976
-286
28
$3.24M 1.43%
39,517
+56
29
$3.21M 1.42%
+35,365
30
$3.15M 1.38%
30,975
+637
31
$3.1M 1.36%
54,641
+5,860
32
$3.06M 1.35%
51,536
+1,303
33
$3.05M 1.34%
+12,210
34
$3.01M 1.32%
+17,406
35
$2.81M 1.24%
12,144
-291
36
$2.8M 1.23%
156,648
+25,025
37
$2.72M 1.2%
51,568
+3,863
38
$2.69M 1.18%
8,977
+344
39
$2.69M 1.18%
27,120
-891
40
$2.66M 1.17%
49,480
+14,340
41
$2.54M 1.12%
54,137
-1,497
42
$2.51M 1.11%
18,060
-440
43
$2.49M 1.1%
31,502
+2,573
44
$2.36M 1.04%
+21,543
45
$2.35M 1.04%
11,644
-239
46
$2.23M 0.98%
4,929
-635
47
$2.18M 0.96%
9,789
+4,488
48
$2.13M 0.94%
21,027
-539
49
$2.12M 0.93%
12,980
+2,800
50
$2.08M 0.92%
2,985
-118
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