PCM

Palouse Capital Management Portfolio holdings

AUM $151M
1-Year Est. Return 15.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$5.14M
3
+$4.73M
4
RTN
Raytheon Company
RTN
+$2.73M
5
ELV icon
Elevance Health
ELV
+$1.7M

Top Sells

1
+$7.4M
2
+$6.89M
3
+$5.01M
4
ETN icon
Eaton
ETN
+$4.26M
5
UPS icon
United Parcel Service
UPS
+$4.05M

Sector Composition

1 Financials 22.54%
2 Healthcare 16.24%
3 Consumer Staples 9.97%
4 Technology 7.33%
5 Consumer Discretionary 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$200K 0.07%
18,371
-825
102
– –
-4,826
103
– –
-16,595
104
– –
-39,189
105
– –
-79,516
106
– –
-86,494
107
– –
-5,420
108
– –
-54,578
109
– –
-51,136
110
– –
-12,009
1 2 3 4
5