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
$149M
AUM Growth
-$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.65M
3
+$1.16M
4
ULTA icon
Ulta Beauty
ULTA
+$1.16M
5
YUMC icon
Yum China
YUMC
+$789K

Top Sells

1
+$2.83M
2
+$2.15M
3
+$1.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$798K
5
AAPL icon
Apple
AAPL
+$264K

Sector Composition

1 Technology 18.64%
2 Consumer Staples 13.41%
3 Financials 11.88%
4 Healthcare 9.37%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.78%
19,959
-656
52
$1.16M 0.78%
+2,998
53
$1.15M 0.77%
12,729
+1,834
54
$1.07M 0.72%
10,807
-187
55
$789K 0.53%
+25,597
56
$715K 0.48%
3,061
+577
57
$681K 0.46%
6,664
-221
58
$672K 0.45%
+5,341
59
$628K 0.42%
5,860
-406
60
$529K 0.36%
22,072
+1
61
$277K 0.19%
12,945
+78
62
$227K 0.15%
3,441
-243
63
$212K 0.14%
+3,092
64
$207K 0.14%
14,381
+2,776
65
$202K 0.14%
4,788
-160
66
$201K 0.14%
3,978
-358
67
$188K 0.13%
2,186
-124
68
$186K 0.12%
7,372
-92
69
$185K 0.12%
1,789
-79
70
$176K 0.12%
2,178
-312
71
$173K 0.12%
10,411
+2,623
72
$168K 0.11%
7,070
+152
73
$163K 0.11%
3,333
-232
74
$157K 0.11%
7,355
-449
75
$157K 0.11%
2,111
-49
1 2
3
4 5