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
$1.45B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$17.3M
3
+$12.7M
4
PBH icon
Prestige Consumer Healthcare
PBH
+$8.64M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.68M

Top Sells

1
+$108M
2
+$44.6M
3
+$31.2M
4
UNH icon
UnitedHealth
UNH
+$6.43M
5
APD icon
Air Products & Chemicals
APD
+$4.23M

Sector Composition

1 Healthcare 26.16%
2 Technology 20.48%
3 Financials 14.14%
4 Consumer Discretionary 10.39%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.95M 0.13%
374,719
-22,747
77
$1.54M 0.11%
13,628
-135
78
$1.54M 0.11%
369,397
-22,008
79
$880K 0.06%
17,720
-1,101
80
$806K 0.06%
605,594
+47,659
81
– –
-257
82
– –
-5,140
83
– –
-17,694
84
– –
-11,229
85
– –
-8,573
86
– –
-10,757
87
– –
-48,508
1 2 3
4