PCM

Palouse Capital Management Portfolio holdings

AUM $156M
1-Year Est. Return 13.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.71M
3
+$2.67M
4
OKE icon
Oneok
OKE
+$2.54M
5
BDX icon
Becton Dickinson
BDX
+$1.45M

Top Sells

1
+$3.69M
2
+$3.58M
3
+$2.27M
4
IPG
Interpublic Group of Companies
IPG
+$1.49M
5
PFE icon
Pfizer
PFE
+$1.11M

Sector Composition

1 Technology 18.98%
2 Healthcare 12.53%
3 Financials 12.28%
4 Communication Services 7.97%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.57M 1.7%
37,086
-12,008
27
$2.54M 1.67%
+31,093
28
$2.47M 1.63%
101,846
-45,922
29
$2.45M 1.61%
25,119
-6,323
30
$2.4M 1.58%
41,172
-11,973
31
$2.15M 1.42%
21,313
-416
32
$2.14M 1.41%
23,397
+168
33
$2.12M 1.4%
10,338
-3
34
$2.06M 1.36%
57,755
-508
35
$1.96M 1.29%
24,519
+637
36
$1.94M 1.28%
66,983
-27,852
37
$1.9M 1.25%
38,841
+102
38
$1.88M 1.24%
10,893
+8,406
39
$1.85M 1.22%
4,573
+1,761
40
$1.85M 1.22%
14,990
-116
41
$1.8M 1.18%
4,615
-56
42
$1.68M 1.11%
2,277
-783
43
$1.64M 1.08%
2,655
+408
44
$1.64M 1.08%
7,476
-97
45
$1.64M 1.08%
63,504
+2,904
46
$1.58M 1.05%
11,167
-4
47
$1.53M 1.01%
7,019
-1,536
48
$1.52M 1.01%
21,450
-1,111
49
$1.42M 0.93%
+2,697
50
$1.33M 0.88%
17,895
-148
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2
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