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
$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
– –
-14,188
102
– –
-104,093
103
– –
-276,333
104
– –
-72,295
105
– –
-6,948
106
– –
-20,145
107
– –
-8,054
108
– –
-595,890
109
– –
-2,806
110
– –
-7,258
1 2 3 4
5