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
$300M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$5.98M
3
+$2.79M
4
AMAT icon
Applied Materials
AMAT
+$2.4M
5
KR icon
Kroger
KR
+$1.83M

Top Sells

1
+$4.39M
2
+$2.37M
3
+$1.72M
4
UNH icon
UnitedHealth
UNH
+$1.54M
5
DRI icon
Darden Restaurants
DRI
+$878K

Sector Composition

1 Healthcare 14.83%
2 Technology 14.5%
3 Financials 13.09%
4 Industrials 11.36%
5 Consumer Discretionary 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$309K 0.1%
18,765
77
$288K 0.1%
9,956
78
$284K 0.09%
5,436
79
$276K 0.09%
+8,138
80
$265K 0.09%
4,238
+40
81
$263K 0.09%
9,505
+100
82
$262K 0.09%
7,629
+1,963
83
$260K 0.09%
8,953
-2,253
84
$259K 0.09%
5,974
+65
85
$253K 0.08%
+11,084
86
$243K 0.08%
5,040
+55
87
$237K 0.08%
+8,666
88
$231K 0.08%
4,611
89
$228K 0.08%
3,294
+40
90
$228K 0.08%
+10,128
91
$226K 0.08%
+16,545
92
$224K 0.07%
+7,077
93
$223K 0.07%
1,730
94
$222K 0.07%
2,557
+40
95
$216K 0.07%
11,735
+140
96
$216K 0.07%
3,717
97
$215K 0.07%
16,494
98
$214K 0.07%
7,705
99
$207K 0.07%
19,710
-978
100
$203K 0.07%
+7,650
1 2 3
4
5