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
$244M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$5.58M
3
+$3.93M
4
WELL icon
Welltower
WELL
+$3.88M
5
DD icon
DuPont de Nemours
DD
+$3.59M

Top Sells

1
+$6.93M
2
+$5.88M
3
+$3.36M
4
KSS icon
Kohl's
KSS
+$3.16M
5
RLJ icon
RLJ Lodging Trust
RLJ
+$2.79M

Sector Composition

1 Healthcare 16.98%
2 Financials 15.54%
3 Consumer Discretionary 14.68%
4 Technology 12.98%
5 Industrials 12.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.83%
+20,247
52
$1.97M 0.81%
57,020
-5,944
53
$1.82M 0.75%
+19,261
54
$1.77M 0.73%
41,747
-4,288
55
$1.64M 0.67%
29,187
-4,440
56
$1.63M 0.67%
21,819
-2,360
57
$1.62M 0.66%
42,439
-7,925
58
$1.61M 0.66%
72,722
-101,092
59
$1.51M 0.62%
84,265
-2,997
60
$1.45M 0.59%
15,393
-2,419
61
$1.18M 0.48%
5,255
+1,389
62
$761K 0.31%
20,010
63
$638K 0.26%
7,444
-10
64
$431K 0.18%
77,067
-16,173
65
$351K 0.14%
13,526
-157
66
$337K 0.14%
2,879
67
$330K 0.14%
12,811
-203
68
$317K 0.13%
21,966
-270
69
$301K 0.12%
1,986
+87
70
$297K 0.12%
3,292
+82
71
$294K 0.12%
5,789
+52
72
$283K 0.12%
+7,350
73
$279K 0.11%
+31,209
74
$278K 0.11%
+5,183
75
$275K 0.11%
9,603
-110
1 2
3
4 5