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
$253M
AUM Growth
-$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.46M
3
+$5.27M
4
PFG icon
Principal Financial Group
PFG
+$3.99M
5
OXY icon
Occidental Petroleum
OXY
+$2.6M

Top Sells

1
+$4.39M
2
+$4.11M
3
+$3.33M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.71M
5
IVZ icon
Invesco
IVZ
+$893K

Sector Composition

1 Financials 22.1%
2 Technology 15.47%
3 Healthcare 11.04%
4 Industrials 10.44%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.74%
18,209
-314
52
$1.83M 0.72%
12,626
-215
53
$1.79M 0.71%
16,741
-1,144
54
$1.77M 0.7%
27,841
-402
55
$1.71M 0.68%
36,834
-378
56
$1.67M 0.66%
39,298
-503
57
$1.52M 0.6%
6,090
+928
58
$1.49M 0.59%
20,287
-1,457
59
$1.36M 0.54%
8,167
-567
60
$1.36M 0.54%
49,637
-4,090
61
$1.35M 0.53%
41,293
-1,465
62
$1.3M 0.51%
21,164
-153
63
$1.23M 0.49%
14,865
-2,664
64
$1.23M 0.48%
33,768
-5,421
65
$997K 0.39%
8,835
-1,687
66
$659K 0.26%
28,881
-5,942
67
$610K 0.24%
18,204
68
$412K 0.16%
10,243
+230
69
$317K 0.13%
10,540
+336
70
$302K 0.12%
3,886
+35
71
$298K 0.12%
9,293
+507
72
$293K 0.12%
15,863
+2,102
73
$292K 0.12%
+12,240
74
$283K 0.11%
7,035
+215
75
$279K 0.11%
5,361
+2,702
1 2
3
4 5