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
$158M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$2.59M
3
+$2.57M
4
NKE icon
Nike
NKE
+$2.06M
5
MDT icon
Medtronic
MDT
+$433K

Top Sells

1
+$3.29M
2
+$2.47M
3
+$1.6M
4
TMO icon
Thermo Fisher Scientific
TMO
+$500K
5
UNH icon
UnitedHealth
UNH
+$307K

Sector Composition

1 Technology 17.21%
2 Consumer Staples 13.87%
3 Financials 12.12%
4 Consumer Discretionary 9.25%
5 Healthcare 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.66M 1.68%
50,056
-836
27
$2.59M 1.63%
+53,810
28
$2.47M 1.56%
4,227
-525
29
$2.41M 1.52%
53,319
-684
30
$2.39M 1.51%
17,550
-769
31
$2.25M 1.42%
102,279
-2,730
32
$2.13M 1.34%
8,867
-330
33
$2.06M 1.3%
+23,302
34
$1.98M 1.25%
56,507
-1,200
35
$1.94M 1.22%
23,419
-964
36
$1.89M 1.19%
11,375
-483
37
$1.84M 1.16%
39,079
-787
38
$1.83M 1.15%
28,071
-1,217
39
$1.8M 1.14%
3,153
-78
40
$1.75M 1.11%
21,460
-850
41
$1.72M 1.09%
9,590
-453
42
$1.71M 1.08%
53,995
-705
43
$1.66M 1.05%
39,636
-2,134
44
$1.52M 0.96%
19,429
-530
45
$1.49M 0.94%
23,620
-1,263
46
$1.4M 0.88%
2,441
-116
47
$1.3M 0.82%
9,079
-398
48
$1.27M 0.8%
17,624
-387
49
$1.26M 0.8%
19,101
-509
50
$1.26M 0.8%
13,104
+2,297
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