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
$158M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$2.59M
3
+$2.57M
4
NKE icon
Nike
NKE
+$2.06M
5
MDT icon
Medtronic
MDT
+$433K

Top Sells

1
+$3.29M
2
+$2.47M
3
+$1.6M
4
TMO icon
Thermo Fisher Scientific
TMO
+$500K
5
UNH icon
UnitedHealth
UNH
+$307K

Sector Composition

1 Technology 17.21%
2 Consumer Staples 13.87%
3 Financials 12.12%
4 Consumer Discretionary 9.25%
5 Healthcare 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$156K 0.1%
2,481
-44
77
$155K 0.1%
7,244
-111
78
$154K 0.1%
562
-5,828
79
$153K 0.1%
4,776
-70
80
$144K 0.09%
+4,013
81
$144K 0.09%
5,237
-50
82
$141K 0.09%
1,380
-798
83
$136K 0.09%
2,570
-1,408
84
$136K 0.09%
3,832
-45
85
$133K 0.08%
1,866
-1,226
86
$131K 0.08%
1,653
-117
87
$129K 0.08%
3,932
88
$129K 0.08%
4,563
-36
89
$127K 0.08%
1,298
90
$127K 0.08%
+4,149
91
$122K 0.08%
4,719
92
$121K 0.08%
879
93
$121K 0.08%
700
-10
94
$118K 0.07%
1,911
95
$111K 0.07%
3,076
96
$107K 0.07%
2,500
97
$101K 0.06%
6,778
98
$96K 0.06%
2,352
99
$93.8K 0.06%
1,920
-50,554
100
$92.8K 0.06%
4,571
2 3
4
5 6