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
$275M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.26M
3
+$2.67M
4
SNA icon
Snap-on
SNA
+$2.1M
5
TAP icon
Molson Coors Class B
TAP
+$2.01M

Top Sells

1
+$4.35M
2
+$1.63M
3
+$343K
4
APTV icon
Aptiv
APTV
+$291K
5
ELV icon
Elevance Health
ELV
+$273K

Sector Composition

1 Healthcare 18.13%
2 Financials 16.68%
3 Consumer Discretionary 12.68%
4 Technology 12.06%
5 Industrials 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$266K 0.1%
19,335
-1,671
77
$264K 0.1%
11,751
+2,424
78
$261K 0.09%
6,680
-670
79
$261K 0.09%
7,772
-485
80
$258K 0.09%
8,694
-1,035
81
$257K 0.09%
17,327
-1,391
82
$253K 0.09%
4,450
-433
83
$253K 0.09%
5,147
-321
84
$252K 0.09%
9,329
-389
85
$252K 0.09%
2,413
-101
86
$243K 0.09%
6,955
-455
87
$242K 0.09%
6,225
-740
88
$241K 0.09%
+3,322
89
$241K 0.09%
2,561
-173
90
$240K 0.09%
+4,013
91
$238K 0.09%
3,792
-200
92
$235K 0.09%
10,162
-1,081
93
$220K 0.08%
7,864
-295
94
$215K 0.08%
1,803
-86
95
$210K 0.08%
5,088
-522
96
$207K 0.08%
21,534
-264
97
$202K 0.07%
+4,676
98
$158K 0.06%
+14,000
99
$144K 0.05%
+15,343
100
$95K 0.03%
10,213
-868
1 2 3
4
5