PCM

Palouse Capital Management Portfolio holdings

AUM $157M
1-Year Est. Return 6.27%
This Quarter Est. Return
1 Year Est. Return
+6.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$2.64M
3
+$1.99M
4
EG icon
Everest Group
EG
+$1.97M
5
MMC icon
Marsh & McLennan
MMC
+$1.92M

Top Sells

1
+$4.81M
2
+$4.07M
3
+$3.86M
4
LRCX icon
Lam Research
LRCX
+$2.23M
5
NXPI icon
NXP Semiconductors
NXPI
+$1.45M

Sector Composition

1 Technology 19.76%
2 Healthcare 13.26%
3 Financials 12.33%
4 Communication Services 8.51%
5 Energy 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGX icon
101
Invesco Preferred ETF
PGX
$3.89B
$76.9K 0.05%
6,629
COHU icon
102
Cohu
COHU
$1.17B
$75.1K 0.05%
3,695
-1,223
BOOM icon
103
DMC Global
BOOM
$130M
$72.9K 0.05%
8,631
-1,967
SDY icon
104
State Street SPDR S&P Dividend ETF
SDY
$20B
$63K 0.04%
450
+1
APLE icon
105
Apple Hospitality REIT
APLE
$2.75B
$61.4K 0.04%
5,114
-1,664
SCHM icon
106
Schwab US Mid-Cap ETF
SCHM
$12.3B
$60.3K 0.04%
2,035
-137
DAR icon
107
Darling Ingredients
DAR
$5.78B
$59.5K 0.04%
1,927
-631
PEP icon
108
PepsiCo
PEP
$198B
$56.2K 0.04%
400
IVE icon
109
iShares S&P 500 Value ETF
IVE
$47.5B
$53.5K 0.03%
259
HPQ icon
110
HP
HPQ
$24.2B
$52.9K 0.03%
1,942
SJNK icon
111
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.3B
$49.8K 0.03%
1,947
CMCO icon
112
Columbus McKinnon
CMCO
$493M
$43.4K 0.03%
3,026
-987
XLP icon
113
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15B
$42.9K 0.03%
548
IP icon
114
International Paper
IP
$20.6B
$41.8K 0.03%
900
PGF icon
115
Invesco Financial Preferred ETF
PGF
$759M
$37.8K 0.02%
2,588
MGPI icon
116
MGP Ingredients
MGPI
$547M
$35.4K 0.02%
1,462
IJK icon
117
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.2B
$35.3K 0.02%
368
IJT icon
118
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.38B
$32.8K 0.02%
232
IJJ icon
119
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.99B
$31.7K 0.02%
244
CATY icon
120
Cathay General Bancorp
CATY
$3.39B
$28.8K 0.02%
600
-500
IJS icon
121
iShares S&P Small-Cap 600 Value ETF
IJS
$6.72B
$27K 0.02%
244
TSLA icon
122
Tesla
TSLA
$1.51T
$22.2K 0.01%
50
BA icon
123
Boeing
BA
$153B
$16.2K 0.01%
75
WYNN icon
124
Wynn Resorts
WYNN
$13B
$12.8K 0.01%
100
DVAX icon
125
Dynavax Technologies
DVAX
$1.28B
$12.5K 0.01%
1,260
2 3 4
5
6