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
$158M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$2.59M
3
+$2.57M
4
NKE icon
Nike
NKE
+$2.06M
5
MDT icon
Medtronic
MDT
+$433K

Top Sells

1
+$3.29M
2
+$2.47M
3
+$1.6M
4
TMO icon
Thermo Fisher Scientific
TMO
+$500K
5
UNH icon
UnitedHealth
UNH
+$307K

Sector Composition

1 Technology 17.21%
2 Consumer Staples 13.87%
3 Financials 12.12%
4 Consumer Discretionary 9.25%
5 Healthcare 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.79%
12,419
-310
52
$1.18M 0.75%
6,354
-223
53
$1.15M 0.72%
2,948
-50
54
$1.11M 0.7%
24,674
-923
55
$1.08M 0.68%
12,923
-39,285
56
$1.01M 0.64%
1,636
-809
57
$710K 0.45%
2,946
-115
58
$673K 0.43%
6,293
-371
59
$620K 0.39%
4,678
-663
60
$582K 0.37%
5,154
-706
61
$571K 0.36%
23,344
+1,272
62
$290K 0.18%
12,843
-102
63
$255K 0.16%
3,323
-118
64
$248K 0.16%
4,718
-70
65
$239K 0.15%
9,637
+6,580
66
$227K 0.14%
5,692
+2,359
67
$209K 0.13%
+3,225
68
$204K 0.13%
10,349
-62
69
$201K 0.13%
8,022
+1,607
70
$191K 0.12%
7,324
-48
71
$187K 0.12%
14,381
72
$181K 0.11%
7,036
-34
73
$181K 0.11%
1,773
-16
74
$178K 0.11%
2,273
75
$173K 0.11%
2,081
-30
1 2
3
4 5