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
$150M
AUM Growth
-$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.13M
3
+$1.1M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$867K
5
DIS icon
Walt Disney
DIS
+$855K

Top Sells

1
+$2.12M
2
+$1.65M
3
+$1.08M
4
EA icon
Electronic Arts
EA
+$1M
5
FI icon
Fiserv
FI
+$852K

Sector Composition

1 Technology 18%
2 Financials 13.45%
3 Consumer Staples 12.24%
4 Healthcare 8.55%
5 Consumer Discretionary 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$159K 0.11%
8,258
-2,091
77
$158K 0.11%
5,237
78
$157K 0.1%
3,932
79
$154K 0.1%
1,866
80
$149K 0.1%
4,013
81
$144K 0.1%
+1,070
82
$143K 0.1%
3,585
+1,714
83
$135K 0.09%
1,931
-550
84
$132K 0.09%
4,357
+525
85
$132K 0.09%
2,570
86
$129K 0.09%
1,911
87
$128K 0.09%
1,643
-10
88
$124K 0.08%
1,299
+506
89
$121K 0.08%
879
90
$119K 0.08%
4,719
91
$118K 0.08%
4,031
-745
92
$114K 0.08%
8,194
+950
93
$107K 0.07%
+577
94
$106K 0.07%
1,380
95
$104K 0.07%
6,778
96
$104K 0.07%
1,112
-186
97
$102K 0.07%
+855
98
$100K 0.07%
3,661
-902
99
$97.6K 0.06%
1,813
-107
100
$95.2K 0.06%
2,000
-500
2 3
4
5 6