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
$253M
AUM Growth
-$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.46M
3
+$5.27M
4
PFG icon
Principal Financial Group
PFG
+$3.99M
5
OXY icon
Occidental Petroleum
OXY
+$2.6M

Top Sells

1
+$4.39M
2
+$4.11M
3
+$3.33M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.71M
5
IVZ icon
Invesco
IVZ
+$893K

Sector Composition

1 Financials 22.1%
2 Technology 15.47%
3 Healthcare 11.04%
4 Industrials 10.44%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$273K 0.11%
8,938
77
$267K 0.11%
27,591
+1,484
78
$258K 0.1%
10,450
-357
79
$255K 0.1%
6,822
+1,495
80
$245K 0.1%
13,619
+3,078
81
$236K 0.09%
11,009
+3,330
82
$231K 0.09%
4,963
+75
83
$223K 0.09%
5,113
+595
84
$222K 0.09%
10,863
+195
85
$218K 0.09%
18,410
86
$217K 0.09%
21,810
+1,170
87
$217K 0.09%
5,009
-766
88
$216K 0.09%
19,092
+615
89
$210K 0.08%
+9,762
90
$208K 0.08%
3,665
91
$206K 0.08%
+2,077
92
$201K 0.08%
8,439
93
$189K 0.07%
15,059
-4,586
94
$180K 0.07%
10,880
-894
95
$166K 0.07%
12,649
-3,010
96
$145K 0.06%
17,107
+6,898
97
– –
-8,276
98
– –
-6,018
99
– –
-60,248
100
– –
-4,076
1 2 3
4
5