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
$299M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.44M
3
+$6.29M
4
DRI icon
Darden Restaurants
DRI
+$3.54M
5
QCOM icon
Qualcomm
QCOM
+$2.58M

Top Sells

1
+$5.14M
2
+$3.99M
3
+$3.43M
4
MET icon
MetLife
MET
+$783K
5
UNH icon
UnitedHealth
UNH
+$549K

Sector Composition

1 Financials 18.19%
2 Healthcare 15.18%
3 Technology 15.01%
4 Consumer Discretionary 12.77%
5 Industrials 11.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$224K 0.07%
1,853
+50
102
$220K 0.07%
5,188
+100
103
$215K 0.07%
21,534
104
$207K 0.07%
3,882
+90
105
$207K 0.07%
+7,253
106
$206K 0.07%
+10,119
107
$202K 0.07%
+8,491
108
$157K 0.05%
10,334
+121
109
– –
-14,000
110
– –
-27,316
111
– –
-15,011
112
– –
-6,955
113
– –
-8,694
114
– –
-89,300
1 2 3 4
5