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
$150M
AUM Growth
-$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.13M
3
+$1.1M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$867K
5
DIS icon
Walt Disney
DIS
+$855K

Top Sells

1
+$2.12M
2
+$1.65M
3
+$1.08M
4
EA icon
Electronic Arts
EA
+$1M
5
FI icon
Fiserv
FI
+$852K

Sector Composition

1 Technology 18%
2 Financials 13.45%
3 Consumer Staples 12.24%
4 Healthcare 8.55%
5 Consumer Discretionary 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 1.59%
53,426
-384
27
$2.36M 1.57%
110,613
-34,677
28
$2.34M 1.56%
32,395
+10,935
29
$2.32M 1.54%
24,209
+11,790
30
$2.31M 1.54%
20,779
+7,675
31
$2.24M 1.49%
98,196
-4,083
32
$2.21M 1.47%
23,053
-366
33
$2.13M 1.42%
11,270
-105
34
$2.12M 1.41%
16,799
-751
35
$1.88M 1.25%
3,218
+65
36
$1.87M 1.24%
38,774
-305
37
$1.83M 1.22%
8,804
-63
38
$1.75M 1.17%
7,986
+1,632
39
$1.67M 1.11%
22,020
-1,282
40
$1.66M 1.1%
53,972
-2,535
41
$1.63M 1.08%
19,048
-381
42
$1.6M 1.06%
2,730
+289
43
$1.52M 1.01%
54,189
+194
44
$1.5M 1%
+4,070
45
$1.49M 0.99%
39,711
+75
46
$1.46M 0.97%
2,802
+1,166
47
$1.3M 0.87%
18,882
-219
48
$1.24M 0.82%
2,843
-105
49
$1.18M 0.78%
24,398
-276
50
$1.12M 0.74%
5,442
-4,148
1
2
3 4 5