PCM

Palouse Capital Management Portfolio holdings

AUM $157M
1-Year Est. Return 6.27%
This Quarter Est. Return
1 Year Est. Return
+6.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
-$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.9M
3
+$1.48M
4
AMD icon
Advanced Micro Devices
AMD
+$1.15M
5
CMCSA icon
Comcast
CMCSA
+$685K

Top Sells

1
+$3.15M
2
+$2.36M
3
+$1.12M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$823K
5
AAPL icon
Apple
AAPL
+$406K

Sector Composition

1 Technology 17.66%
2 Consumer Staples 12.52%
3 Financials 12.34%
4 Healthcare 9.33%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 1.65%
23,234
+1,318
27
$2.3M 1.57%
10,341
-1,826
28
$2.29M 1.56%
31,442
-953
29
$2.28M 1.56%
23,229
-24,048
30
$2.27M 1.55%
94,613
-16,000
31
$2.15M 1.47%
58,263
+18,552
32
$2.03M 1.39%
4,671
+601
33
$2.01M 1.37%
38,739
-35
34
$1.95M 1.33%
21,729
-1,324
35
$1.92M 1.31%
23,882
-327
36
$1.91M 1.31%
19,391
-1,388
37
$1.84M 1.26%
60,600
+6,628
38
$1.76M 1.2%
3,060
-158
39
$1.68M 1.15%
10,872
-398
40
$1.63M 1.11%
8,555
-249
41
$1.55M 1.06%
22,874
-188
42
$1.49M 1.02%
54,763
+574
43
$1.44M 0.98%
7,573
-413
44
$1.43M 0.98%
22,561
+541
45
$1.4M 0.95%
2,812
+10
46
$1.31M 0.9%
15,106
+2,005
47
$1.26M 0.86%
2,247
-483
48
$1.18M 0.8%
18,043
-1,005
49
$1.17M 0.8%
22,413
-1,985
50
$1.15M 0.78%
+11,171
1
2
3 4 5