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
$235M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$5.88M
2 +$2.45M
3 +$2.19M
4
ELV icon
Elevance Health
ELV
+$1.96M
5
KR icon
Kroger
KR
+$521K

Top Sells

1 +$6.25M
2 +$5.35M
3 +$4.34M
4
MCK icon
McKesson
MCK
+$2.98M
5
ESRX
Express Scripts Holding Company
ESRX
+$2.98M

Sector Composition

1 Financials 18.35%
2 Healthcare 17.42%
3 Technology 14.49%
4 Consumer Discretionary 14.07%
5 Industrials 12.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,816
102
-39,291
103
-11,362
104
-3,980
105
-3,339