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
$260M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$2.96M
3
+$912K
4
T icon
AT&T
T
+$802K
5
IVZ icon
Invesco
IVZ
+$716K

Top Sells

1
+$6M
2
+$5.41M
3
+$4.62M
4
ORCL icon
Oracle
ORCL
+$3.54M
5
MSFT icon
Microsoft
MSFT
+$3.28M

Sector Composition

1 Financials 24.2%
2 Healthcare 10.89%
3 Consumer Staples 10.73%
4 Industrials 9.18%
5 Technology 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$259K 0.1%
3,981
+95
77
$259K 0.1%
+5,497
78
$258K 0.1%
+6,886
79
$258K 0.1%
13,836
+2,956
80
$256K 0.1%
21,153
+2,061
81
$252K 0.1%
11,406
+543
82
$250K 0.1%
13,532
-87
83
$243K 0.09%
2,060
-17
84
$242K 0.09%
+8,347
85
$242K 0.09%
+6,219
86
$236K 0.09%
19,196
+786
87
$231K 0.09%
4,808
-305
88
$226K 0.09%
+6,019
89
$224K 0.09%
+5,635
90
$219K 0.08%
+7,609
91
$204K 0.08%
+5,706
92
$201K 0.08%
+11,837
93
$174K 0.07%
16,768
-339
94
$169K 0.07%
12,072
-577
95
– –
-8,938
96
– –
-8,439
97
– –
-12,240
98
– –
-16,741
99
– –
-9,762
100
– –
-18,209
1 2 3
4
5