PCM

Palouse Capital Management Portfolio holdings

AUM $157M
1-Year Est. Return 6.27%
This Quarter Est. Return
1 Year Est. Return
+6.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$2.64M
3
+$1.99M
4
EG icon
Everest Group
EG
+$1.97M
5
MMC icon
Marsh & McLennan
MMC
+$1.92M

Top Sells

1
+$4.81M
2
+$4.07M
3
+$3.86M
4
LRCX icon
Lam Research
LRCX
+$2.23M
5
NXPI icon
NXP Semiconductors
NXPI
+$1.45M

Sector Composition

1 Technology 19.76%
2 Healthcare 13.26%
3 Financials 12.33%
4 Communication Services 8.51%
5 Energy 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
THRM icon
76
Gentherm
THRM
$1.11B
$176K 0.11%
5,163
-767
MTH icon
77
Meritage Homes
MTH
$5.09B
$161K 0.1%
2,219
-124
ACMR icon
78
ACM Research
ACMR
$2.28B
$154K 0.1%
3,931
-1,184
ZETA icon
79
Zeta Global
ZETA
$4.68B
$152K 0.1%
7,634
-3,160
NXPI icon
80
NXP Semiconductors
NXPI
$57.4B
$146K 0.09%
639
-6,380
WAL icon
81
Western Alliance Bancorporation
WAL
$9.39B
$145K 0.09%
1,676
-18
ABM icon
82
ABM Industries
ABM
$2.73B
$141K 0.09%
3,052
-25
UPBD icon
83
Upbound Group
UPBD
$1.09B
$138K 0.09%
5,849
-1,017
DOC icon
84
Healthpeak Properties
DOC
$11.8B
$136K 0.09%
7,118
+1,658
KELYA icon
85
Kelly Services Class A
KELYA
$300M
$124K 0.08%
9,476
-1,584
IWD icon
86
iShares Russell 1000 Value ETF
IWD
$68.1B
$117K 0.07%
577
AMKR icon
87
Amkor Technology
AMKR
$10.7B
$114K 0.07%
4,010
BWB icon
88
Bridgewater Bancshares
BWB
$492M
$113K 0.07%
+6,402
NSIT icon
89
Insight Enterprises
NSIT
$2.67B
$112K 0.07%
991
-184
JNK icon
90
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.73B
$110K 0.07%
1,124
NWN icon
91
Northwest Natural Holdings
NWN
$1.92B
$106K 0.07%
2,352
SSTK icon
92
Shutterstock
SSTK
$675M
$103K 0.07%
4,957
-873
VCSH icon
93
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$103K 0.07%
1,285
-20
NJR icon
94
New Jersey Resources
NJR
$4.54B
$103K 0.07%
2,129
OC icon
95
Owens Corning
OC
$9.34B
$102K 0.06%
718
-68
SCHD icon
96
Schwab US Dividend Equity ETF
SCHD
$71.5B
$98.7K 0.06%
3,615
-44
MPB icon
97
Mid Penn Bancorp
MPB
$687M
$97.9K 0.06%
3,420
CSV icon
98
Carriage Services
CSV
$660M
$95.9K 0.06%
2,154
-1,728
MMSI icon
99
Merit Medical Systems
MMSI
$4.95B
$89.6K 0.06%
1,076
+232
DFH icon
100
Dream Finders Homes
DFH
$1.74B
$87.7K 0.06%
3,383
2 3
4
5 6