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
$284M
AUM Growth
+$319K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.37M
3
+$3.08M
4
FFIV icon
F5
FFIV
+$2.67M
5
JBL icon
Jabil
JBL
+$2.62M

Top Sells

1
+$5.2M
2
+$5.09M
3
+$4.47M
4
WBA
Walgreens Boots Alliance
WBA
+$3.98M
5
VTRS icon
Viatris
VTRS
+$2.61M

Sector Composition

1 Industrials 21.8%
2 Consumer Discretionary 14.64%
3 Technology 13.89%
4 Healthcare 11.94%
5 Financials 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.46M 0.87%
28,051
-1,670
52
$2.44M 0.86%
54,050
+416
53
$2.41M 0.85%
+106,369
54
$2.38M 0.84%
12,793
-321
55
$2.31M 0.81%
15,516
-479
56
$2.29M 0.8%
49,054
+15,135
57
$2.23M 0.78%
11,151
-487
58
$2.22M 0.78%
66,064
-3,317
59
$2.21M 0.78%
39,292
+623
60
$2.17M 0.76%
29,262
-326
61
$2.09M 0.74%
73,113
-3,006
62
$2.04M 0.72%
51,334
+799
63
$2.01M 0.71%
41,112
+6,285
64
$1.99M 0.7%
20,573
+99
65
$1.88M 0.66%
19,512
-493
66
$1.8M 0.63%
95,084
-687
67
$1.79M 0.63%
26,802
-68
68
$1.76M 0.62%
+100,661
69
$1.75M 0.62%
47,287
-2,313
70
$1.74M 0.61%
26,564
-740
71
$1.54M 0.54%
11,079
+265
72
$1.5M 0.53%
6,354
-5
73
$1.37M 0.48%
14,294
-81
74
$832K 0.29%
9,755
+20
75
$786K 0.28%
24,210
1 2
3
4 5