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
$275M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$4.6M
2 +$3.26M
3 +$2.67M
4
SNA icon
Snap-on
SNA
+$2.1M
5
TAP icon
Molson Coors Class B
TAP
+$2.01M

Top Sells

1 +$4.35M
2 +$1.63M
3 +$343K
4
APTV icon
Aptiv
APTV
+$291K
5
ELV icon
Elevance Health
ELV
+$273K

Sector Composition

1 Healthcare 18.13%
2 Financials 16.68%
3 Consumer Discretionary 12.68%
4 Technology 12.06%
5 Industrials 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-23,485
102
-11,258
103
-4,183
104
-495,616