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PCM

Palouse Capital Management Portfolio holdings

AUM $151M
1-Year Est. Return 15.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$2.11M
3
+$2.04M
4
ELV icon
Elevance Health
ELV
+$2.02M
5
KR icon
Kroger
KR
+$584K

Top Sells

1
+$6.25M
2
+$5.35M
3
+$4.34M
4
MCK icon
McKesson
MCK
+$2.98M
5
ESRX
Express Scripts Holding Company
ESRX
+$2.98M

Sector Composition

1 Financials 18.35%
2 Healthcare 17.42%
3 Technology 14.49%
4 Consumer Discretionary 14.07%
5 Industrials 12.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$247K 0.11%
13,683
-107
77
$243K 0.1%
22,236
-186
78
$238K 0.1%
+2,806
79
$234K 0.1%
13,014
-109
80
$234K 0.1%
+8,267
81
$230K 0.1%
+9,713
82
$230K 0.1%
8,675
-71
83
$225K 0.1%
9,583
-86
84
$225K 0.1%
+8,054
85
$221K 0.09%
7,047
-63
86
$211K 0.09%
+5,737
87
$210K 0.09%
+7,951
88
$208K 0.09%
20,145
-162
89
$206K 0.09%
5,882
-53
90
$194K 0.08%
14,456
-140
91
– –
-3,980
92
– –
-3,339
93
– –
-10,191
94
– –
-4,050
95
– –
-35,758
96
– –
-15,965
97
– –
-12,571
98
– –
-116,677
99
– –
-9,063
100
– –
-4,816
1 2 3
4
5