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
$1.45B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$17.3M
3
+$12.7M
4
PBH icon
Prestige Consumer Healthcare
PBH
+$8.64M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.68M

Top Sells

1
+$108M
2
+$44.6M
3
+$31.2M
4
UNH icon
UnitedHealth
UNH
+$6.43M
5
APD icon
Air Products & Chemicals
APD
+$4.23M

Sector Composition

1 Healthcare 26.16%
2 Technology 20.48%
3 Financials 14.14%
4 Consumer Discretionary 10.39%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.9M 1.17%
10,332
-508
27
$16.6M 1.15%
11,191
+1,742
28
$14.8M 1.02%
18,962
-307
29
$14.5M 1.01%
6,008
-718
30
$14M 0.96%
18,228
-1,169
31
$13.9M 0.96%
22,865
-1,824
32
$13M 0.9%
32,314
-4,313
33
$12.9M 0.89%
34,096
-1,978
34
$12.9M 0.89%
11,917
-624
35
$12.7M 0.88%
+4,622
36
$12.2M 0.84%
16,858
-718
37
$11.6M 0.8%
13,667
-588
38
$11.6M 0.8%
9,054
+500
39
$11.1M 0.77%
31,229
-4,624
40
$10.7M 0.74%
42,633
-1,971
41
$10.7M 0.74%
79,617
-5,394
42
$10.4M 0.72%
8,573
+3,419
43
$9.99M 0.69%
69,964
-4,736
44
$9.83M 0.68%
11,575
-708
45
$9.1M 0.63%
28,495
-1,663
46
$8.94M 0.62%
25,927
+5,172
47
$8.64M 0.6%
+3,325
48
$8.6M 0.59%
68,046
-1,886
49
$8.49M 0.59%
80,957
-4,342
50
$8.29M 0.57%
57,482
+1,759
1
2
3 4