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
$150M
AUM Growth
-$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.13M
3
+$1.1M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$867K
5
DIS icon
Walt Disney
DIS
+$855K

Top Sells

1
+$2.12M
2
+$1.65M
3
+$1.08M
4
EA icon
Electronic Arts
EA
+$1M
5
FI icon
Fiserv
FI
+$852K

Sector Composition

1 Technology 18%
2 Financials 13.45%
3 Consumer Staples 12.24%
4 Healthcare 8.55%
5 Consumer Discretionary 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.73%
+13,101
52
$1.04M 0.69%
23,062
-558
53
$983K 0.65%
12,243
-680
54
$945K 0.63%
15,631
-1,993
55
$867K 0.58%
+6,565
56
$662K 0.44%
10,679
-17,392
57
$578K 0.38%
2,548
-398
58
$566K 0.38%
23,387
+43
59
$562K 0.37%
4,708
+30
60
$485K 0.32%
959
-3,268
61
$484K 0.32%
4,531
-623
62
$410K 0.27%
8,621
-44,698
63
$325K 0.22%
2,221
-6,858
64
$304K 0.2%
13,104
+261
65
$275K 0.18%
4,708
-10
66
$252K 0.17%
+2,480
67
$245K 0.16%
3,320
-3
68
$227K 0.15%
9,637
69
$206K 0.14%
7,381
+57
70
$205K 0.14%
5,692
71
$192K 0.13%
2,273
72
$187K 0.12%
7,217
+181
73
$179K 0.12%
+1,177
74
$164K 0.11%
1,773
75
$162K 0.11%
700
1 2
3
4 5