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
$227M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$4.29M
2 +$3.75M
3 +$3.37M
4
COST icon
Costco
COST
+$3.05M
5
MRK icon
Merck
MRK
+$2.84M

Top Sells

1 +$3.7M
2 +$2.88M
3 +$2.55M
4
AMAT icon
Applied Materials
AMAT
+$2.41M
5
ULTA icon
Ulta Beauty
ULTA
+$1.49M

Sector Composition

1 Healthcare 21.43%
2 Technology 14.97%
3 Financials 12.89%
4 Consumer Staples 9.56%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-92,777