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
$179M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$4.2M
3
+$4.08M
4
WBA
Walgreens Boots Alliance
WBA
+$3.58M
5
CVS icon
CVS Health
CVS
+$2.67M

Top Sells

1
+$6.2M
2
+$4.83M
3
+$4.81M
4
UPS icon
United Parcel Service
UPS
+$4.23M
5
FDX icon
FedEx
FDX
+$3.63M

Sector Composition

1 Healthcare 22.18%
2 Technology 16.22%
3 Financials 12.03%
4 Consumer Staples 11.2%
5 Consumer Discretionary 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$135K 0.08%
13,528
-2,137
77
$91K 0.05%
10,859
-2,435
78
– –
-191,539
79
– –
-11,169
80
– –
-3,122
81
– –
-185,824
82
– –
-60,950
83
– –
-5,862
84
– –
-6,575
85
– –
-164,619
86
– –
-38,050
1 2 3
4