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
$225M
AUM Growth
-$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.75M
3
+$2.72M
4
EWBC icon
East-West Bancorp
EWBC
+$2.12M
5
PENN icon
PENN Entertainment
PENN
+$1.84M

Top Sells

1
+$4.28M
2
+$3.11M
3
+$3.1M
4
WFC icon
Wells Fargo
WFC
+$2.97M
5
COST icon
Costco
COST
+$870K

Sector Composition

1 Healthcare 23.06%
2 Technology 14.86%
3 Financials 13.76%
4 Consumer Discretionary 8.96%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.84%
11,560
-200
52
$1.84M 0.82%
+25,429
53
$1.69M 0.75%
11,873
-184
54
$1.63M 0.72%
23,029
-490
55
$1.58M 0.7%
2,608
-1,122
56
$1.55M 0.69%
10,447
+1,999
57
$1.52M 0.68%
318
-5
58
$1.43M 0.63%
3,777
-1,475
59
$1.4M 0.62%
7,708
-227
60
$1.33M 0.59%
14,111
-924
61
$1.27M 0.56%
93,737
-2,429
62
$1.15M 0.51%
8,607
-761
63
$1.07M 0.48%
4,456
-142
64
$1.02M 0.45%
38,768
-2,006
65
$984K 0.44%
21,436
-649
66
$909K 0.4%
6,140
-147
67
$815K 0.36%
4,221
-88
68
$377K 0.17%
12,551
+715
69
$339K 0.15%
2,975
+186
70
$328K 0.15%
18,906
-966
71
$319K 0.14%
23,372
+1,534
72
$316K 0.14%
6,984
+426
73
$311K 0.14%
14,782
+869
74
$308K 0.14%
13,624
+530
75
$295K 0.13%
3,298
+241
1 2
3
4 5