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
$260M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$2.96M
3
+$912K
4
T icon
AT&T
T
+$802K
5
IVZ icon
Invesco
IVZ
+$716K

Top Sells

1
+$6M
2
+$5.41M
3
+$4.62M
4
ORCL icon
Oracle
ORCL
+$3.54M
5
MSFT icon
Microsoft
MSFT
+$3.28M

Sector Composition

1 Financials 24.2%
2 Healthcare 10.89%
3 Consumer Staples 10.73%
4 Industrials 9.18%
5 Technology 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.69%
34,492
-2,342
52
$1.72M 0.66%
19,401
-886
53
$1.64M 0.63%
20,652
-512
54
$1.58M 0.61%
8,237
+70
55
$1.57M 0.6%
39,556
-1,737
56
$1.52M 0.59%
53,793
+4,156
57
$1.37M 0.53%
4,852
-1,238
58
$1.28M 0.49%
14,729
-136
59
$1.06M 0.41%
8,918
+83
60
$769K 0.3%
31,304
+2,423
61
$672K 0.26%
13,496
-20,272
62
$543K 0.21%
16,000
-2,204
63
$408K 0.16%
10,168
-75
64
$379K 0.15%
10,051
-489
65
$324K 0.12%
8,908
-385
66
$323K 0.12%
5,181
-180
67
$317K 0.12%
+3,403
68
$304K 0.12%
15,416
-447
69
$296K 0.11%
6,781
-41
70
$292K 0.11%
6,762
-273
71
$284K 0.11%
10,031
-419
72
$278K 0.11%
6,192
+1,183
73
$276K 0.11%
5,474
+511
74
$270K 0.1%
10,826
-183
75
$267K 0.1%
23,664
+1,854
1 2
3
4 5