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
$140M
AUM Growth
-$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.41M
3
+$1.04M
4
DIS icon
Walt Disney
DIS
+$1.02M
5
PFE icon
Pfizer
PFE
+$317K

Top Sells

1
+$1.74M
2
+$1.69M
3
+$1.2M
4
VTRS icon
Viatris
VTRS
+$1.04M
5
META icon
Meta Platforms (Facebook)
META
+$929K

Sector Composition

1 Technology 18.9%
2 Healthcare 13.59%
3 Financials 11.68%
4 Energy 9.01%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 1.66%
23,289
+13,824
27
$2.35M 1.65%
61,033
-6,403
28
$2.33M 1.63%
+65,669
29
$2.31M 1.61%
4,798
-505
30
$2.12M 1.48%
60,439
-4,556
31
$1.93M 1.35%
7,770
-1,705
32
$1.91M 1.34%
6,150
-198
33
$1.9M 1.33%
190,377
-104,145
34
$1.86M 1.3%
28,950
-3,380
35
$1.85M 1.29%
44,516
-4,645
36
$1.82M 1.27%
5,642
-599
37
$1.8M 1.26%
45,935
-1,511
38
$1.76M 1.23%
7,782
-882
39
$1.75M 1.22%
25,279
-1,605
40
$1.74M 1.22%
3,924
-554
41
$1.68M 1.17%
52,823
-3,800
42
$1.63M 1.14%
5,694
-3,237
43
$1.59M 1.11%
13,280
-930
44
$1.54M 1.07%
13,101
-152
45
$1.49M 1.04%
93,454
-3,100
46
$1.49M 1.04%
15,176
-3,644
47
$1.4M 0.98%
31,224
+4,229
48
$1.39M 0.97%
12,239
-7,482
49
$1.37M 0.95%
10,828
-723
50
$1.35M 0.95%
9,094
-833
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