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
$149M
AUM Growth
-$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.65M
3
+$1.16M
4
ULTA icon
Ulta Beauty
ULTA
+$1.16M
5
YUMC icon
Yum China
YUMC
+$789K

Top Sells

1
+$2.83M
2
+$2.15M
3
+$1.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$798K
5
AAPL icon
Apple
AAPL
+$264K

Sector Composition

1 Technology 18.64%
2 Consumer Staples 13.41%
3 Financials 11.88%
4 Healthcare 9.37%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$153K 0.1%
3,720
-342
77
$150K 0.1%
2,273
-54
78
$150K 0.1%
3,877
+665
79
$149K 0.1%
4,846
-273
80
$144K 0.1%
2,525
-179
81
$137K 0.09%
1,770
-101
82
$136K 0.09%
1,196
-482
83
$127K 0.09%
+1,298
84
$124K 0.08%
1,973
+789
85
$121K 0.08%
5,287
-393
86
$121K 0.08%
6,415
-491
87
$119K 0.08%
4,599
+123
88
$118K 0.08%
4,719
89
$115K 0.08%
1,523
+51
90
$114K 0.08%
710
-17,640
91
$106K 0.07%
3,932
92
$105K 0.07%
+4,571
93
$105K 0.07%
3,182
94
$101K 0.07%
1,911
95
$101K 0.07%
879
-15
96
$98.6K 0.07%
+6,778
97
$94.3K 0.06%
2,500
98
$92.3K 0.06%
+1,871
99
$91K 0.06%
524
100
$84.9K 0.06%
2,352
2 3
4
5 6