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
$1.45B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$17.3M
3
+$12.7M
4
PBH icon
Prestige Consumer Healthcare
PBH
+$8.64M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.68M

Top Sells

1
+$108M
2
+$44.6M
3
+$31.2M
4
UNH icon
UnitedHealth
UNH
+$6.43M
5
APD icon
Air Products & Chemicals
APD
+$4.23M

Sector Composition

1 Healthcare 26.16%
2 Technology 20.48%
3 Financials 14.14%
4 Consumer Discretionary 10.39%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.68M 0.53%
+14,676
52
$7.07M 0.49%
67,357
-4,327
53
$6.91M 0.48%
45,575
-4,989
54
$6.58M 0.45%
65,232
-4,683
55
$6.52M 0.45%
101,610
-7,873
56
$6.24M 0.43%
78,953
-3,658
57
$6.23M 0.43%
22,059
+5,880
58
$5.73M 0.4%
31,433
-113
59
$5.63M 0.39%
+5,000
60
$5.6M 0.39%
+11,640
61
$4.83M 0.33%
57,533
-4,339
62
$4.78M 0.33%
69,692
-8,827
63
$4.6M 0.32%
87,411
-4,750
64
$4.58M 0.32%
+6,607
65
$4.41M 0.3%
83,114
-2,917
66
$4.22M 0.29%
103,959
-8,084
67
$4.08M 0.28%
158,550
-6,097
68
$3.65M 0.25%
151,571
-8,385
69
$3.34M 0.23%
8,984
-323
70
$3.09M 0.21%
28,413
-2,898
71
$2.98M 0.21%
+9,355
72
$2.87M 0.2%
+9,760
73
$2.54M 0.18%
138,069
-2,192
74
$2.48M 0.17%
234,527
-17,613
75
$2.33M 0.16%
10,478
-540
1 2
3
4