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
$244M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$6.39M
2 +$5.58M
3 +$3.93M
4
WELL icon
Welltower
WELL
+$3.88M
5
DD icon
DuPont de Nemours
DD
+$3.59M

Top Sells

1 +$6.93M
2 +$5.88M
3 +$3.36M
4
KSS icon
Kohl's
KSS
+$3.16M
5
RLJ icon
RLJ Lodging Trust
RLJ
+$2.79M

Sector Composition

1 Healthcare 16.98%
2 Financials 15.54%
3 Consumer Discretionary 14.68%
4 Technology 12.98%
5 Industrials 12.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-104,093
102
-276,333
103
-72,295
104
-6,948
105
-20,145
106
-8,054
107
-595,890
108
-132,908
109
-2,806
110
-7,258