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
$275M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.26M
3
+$2.67M
4
SNA icon
Snap-on
SNA
+$2.1M
5
TAP icon
Molson Coors Class B
TAP
+$2.01M

Top Sells

1
+$4.35M
2
+$1.63M
3
+$343K
4
APTV icon
Aptiv
APTV
+$291K
5
ELV icon
Elevance Health
ELV
+$273K

Sector Composition

1 Healthcare 18.13%
2 Financials 16.68%
3 Consumer Discretionary 12.68%
4 Technology 12.06%
5 Industrials 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.23M 0.81%
35,854
-712
52
$2.17M 0.79%
55,772
-1,597
53
$2.11M 0.77%
19,164
-297
54
$2.1M 0.76%
+13,265
55
$2.08M 0.76%
31,365
-564
56
$2.03M 0.74%
21,193
-522
57
$2.01M 0.73%
+23,252
58
$2M 0.73%
86,169
+31
59
$1.78M 0.65%
45,758
-609
60
$1.72M 0.63%
70,876
-1,202
61
$1.67M 0.61%
71,791
-442
62
$1.17M 0.43%
13,350
+2,481
63
$1.15M 0.42%
81,882
-1,560
64
$1.01M 0.37%
12,625
+1,351
65
$929K 0.34%
3,843
-210
66
$821K 0.3%
6,811
+1,625
67
$729K 0.27%
19,204
68
$547K 0.2%
20,926
+2,414
69
$346K 0.13%
36,994
+6,370
70
$310K 0.11%
6,540
+1,202
71
$307K 0.11%
5,240
-466
72
$306K 0.11%
15,011
-1,970
73
$283K 0.1%
12,538
-868
74
$268K 0.1%
9,463
-889
75
$266K 0.1%
4,244
-104
1 2
3
4 5