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
$300M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$5.98M
3
+$2.79M
4
AMAT icon
Applied Materials
AMAT
+$2.4M
5
KR icon
Kroger
KR
+$1.83M

Top Sells

1
+$4.39M
2
+$2.37M
3
+$1.72M
4
UNH icon
UnitedHealth
UNH
+$1.54M
5
DRI icon
Darden Restaurants
DRI
+$878K

Sector Composition

1 Healthcare 14.83%
2 Technology 14.5%
3 Financials 13.09%
4 Industrials 11.36%
5 Consumer Discretionary 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$202K 0.07%
8,790
-4,971
102
– –
-38,174
103
– –
-20,251
104
– –
-5,175
105
– –
-9,139
106
– –
-1,547
107
– –
-2,608
108
– –
-6,550
109
– –
-69,428
1 2 3 4
5