PCM

Palouse Capital Management Portfolio holdings

AUM $156M
1-Year Est. Return 13.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$4.14M
3
+$3.46M
4
NEM icon
Newmont
NEM
+$2.86M
5
TSN icon
Tyson Foods
TSN
+$2.66M

Top Sells

1
+$5.18M
2
+$4.23M
3
+$3.56M
4
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
+$3.48M
5
DGX icon
Quest Diagnostics
DGX
+$3.35M

Sector Composition

1 Healthcare 18.99%
2 Technology 17.03%
3 Financials 15.23%
4 Industrials 8.85%
5 Consumer Staples 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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-153,421
79
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-8,923
80
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-11,068
81
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-44,688
82
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-121,592
83
– –
-41,685
84
– –
-11,781
85
– –
-39,996
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4