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
$300M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$5.98M
3
+$2.79M
4
AMAT icon
Applied Materials
AMAT
+$2.4M
5
KR icon
Kroger
KR
+$1.83M

Top Sells

1
+$4.39M
2
+$2.37M
3
+$1.72M
4
UNH icon
UnitedHealth
UNH
+$1.54M
5
DRI icon
Darden Restaurants
DRI
+$878K

Sector Composition

1 Healthcare 14.83%
2 Technology 14.5%
3 Financials 13.09%
4 Industrials 11.36%
5 Consumer Discretionary 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.23M 0.74%
39,011
-274
52
$2.22M 0.74%
8,825
-131
53
$2.18M 0.73%
41,196
+2,146
54
$2.12M 0.7%
18,970
-114
55
$2.07M 0.69%
19,532
-153
56
$2.01M 0.67%
20,081
-154
57
$1.97M 0.65%
80,835
-2,316
58
$1.96M 0.65%
65,276
-2,999
59
$1.94M 0.65%
13,164
-63
60
$1.88M 0.63%
63,164
-385
61
$1.84M 0.61%
44,736
+64
62
$1.84M 0.61%
53,838
-351
63
$1.78M 0.59%
23,652
+580
64
$1.36M 0.45%
16,011
+168
65
$1.2M 0.4%
10,194
+1,356
66
$1.2M 0.4%
4,542
+252
67
$1.09M 0.36%
80,241
+7,127
68
$744K 0.25%
15,616
-3,896
69
$728K 0.24%
18,204
-1,000
70
$720K 0.24%
28,622
+4,692
71
$363K 0.12%
6,117
+50
72
$355K 0.12%
12,182
+135
73
$348K 0.12%
12,075
-140
74
$342K 0.11%
41,422
+23,407
75
$322K 0.11%
+5,018
1 2
3
4 5