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
$253M
AUM Growth
-$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.46M
3
+$5.27M
4
PFG icon
Principal Financial Group
PFG
+$3.99M
5
OXY icon
Occidental Petroleum
OXY
+$2.6M

Top Sells

1
+$4.39M
2
+$4.11M
3
+$3.33M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.71M
5
IVZ icon
Invesco
IVZ
+$893K

Sector Composition

1 Financials 22.1%
2 Technology 15.47%
3 Healthcare 11.04%
4 Industrials 10.44%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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104
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107
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108
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-17,527
109
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110
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-359,435
111
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112
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-3,867
113
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-6,559
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5