PCM

Palouse Capital Management Portfolio holdings

AUM $152M
1-Year Est. Return 8.19%
This Quarter Est. Return
1 Year Est. Return
+8.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.02M
3
+$1.83M
4
NEM icon
Newmont
NEM
+$1.3M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$6.18M
2
+$3.77M
3
+$2.78M
4
PFE icon
Pfizer
PFE
+$1.08M
5
PENN icon
PENN Entertainment
PENN
+$1.03M

Sector Composition

1 Technology 20.12%
2 Financials 16.59%
3 Healthcare 13.87%
4 Consumer Discretionary 9.33%
5 Energy 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$164K 0.09%
13,763
-154
77
$150K 0.09%
+11,018
78
$131K 0.07%
18,821
+5,263
79
– –
-11,152
80
– –
-10,457
81
– –
-2,847
82
– –
-3,430
83
– –
-33,930
84
– –
-11,186
85
– –
-29,071
86
– –
-113,332
87
– –
-9,658
88
– –
-2,505
1 2 3
4