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
$134M
AUM Growth
-$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.3M
3
+$1.82M
4
TGT icon
Target
TGT
+$975K
5
BLK icon
Blackrock
BLK
+$841K

Top Sells

1
+$1.8M
2
+$1.54M
3
+$1.37M
4
APTV icon
Aptiv
APTV
+$1.19M
5
IBKR icon
Interactive Brokers
IBKR
+$1.06M

Sector Composition

1 Technology 19.23%
2 Financials 13.73%
3 Healthcare 11.5%
4 Energy 8.97%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 1.63%
14,117
-267
27
$2.17M 1.61%
64,497
-1,172
28
$2.01M 1.49%
45,269
+753
29
$1.93M 1.43%
11,267
-1,988
30
$1.87M 1.39%
44,378
-1,557
31
$1.84M 1.37%
5,684
+42
32
$1.84M 1.36%
51,796
-1,027
33
$1.83M 1.36%
29,230
+280
34
$1.82M 1.35%
+90,557
35
$1.81M 1.34%
59,331
-1,108
36
$1.79M 1.33%
119,172
+25,718
37
$1.79M 1.33%
6,746
-1,024
38
$1.77M 1.32%
5,873
-277
39
$1.75M 1.3%
13,338
+58
40
$1.74M 1.29%
24,851
-428
41
$1.72M 1.28%
60,004
-1,029
42
$1.72M 1.27%
5,715
+21
43
$1.65M 1.22%
7,930
+148
44
$1.58M 1.18%
3,707
-217
45
$1.45M 1.07%
27,422
+4,795
46
$1.4M 1.04%
31,700
+476
47
$1.33M 0.99%
2,631
+381
48
$1.27M 0.94%
12,377
+138
49
$1.23M 0.91%
10,892
+64
50
$1.19M 0.88%
8,887
-207
1
2
3 4