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
$227M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.75M
3
+$3.37M
4
COST icon
Costco
COST
+$3.05M
5
MRK icon
Merck
MRK
+$2.84M

Top Sells

1
+$3.7M
2
+$2.88M
3
+$2.55M
4
AMAT icon
Applied Materials
AMAT
+$2.41M
5
ULTA icon
Ulta Beauty
ULTA
+$1.49M

Sector Composition

1 Healthcare 21.43%
2 Technology 14.97%
3 Financials 12.89%
4 Consumer Staples 9.56%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.79%
+6,065
52
$1.74M 0.77%
+3,680
53
$1.73M 0.76%
5,286
-198
54
$1.68M 0.74%
7,795
+2,434
55
$1.67M 0.74%
23,337
-529
56
$1.62M 0.72%
11,990
-257
57
$1.59M 0.7%
4,007
-88
58
$1.52M 0.67%
323
-9
59
$1.43M 0.63%
15,323
+386
60
$1.32M 0.58%
94,740
+41,678
61
$1.27M 0.56%
8,448
-134
62
$1.23M 0.54%
23,445
+57
63
$1.15M 0.51%
8,866
+379
64
$1.02M 0.45%
39,622
+4,535
65
$381K 0.17%
3,121
-379
66
$330K 0.15%
20,604
-2,988
67
$324K 0.14%
12,795
-308
68
$296K 0.13%
13,940
+18
69
$295K 0.13%
5,787
-29
70
$287K 0.13%
22,330
+4,574
71
$281K 0.12%
+12,635
72
$270K 0.12%
6,616
-221
73
$266K 0.12%
13,512
-211
74
$260K 0.11%
4,729
-32
75
$260K 0.11%
+6,827
1 2
3
4 5