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
$229M
AUM Growth
+$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.62M
2 +$2.29M
3 +$2.2M
4
IBKR icon
Interactive Brokers
IBKR
+$1.9M
5
BABA icon
Alibaba
BABA
+$1.43M

Top Sells

1 +$5.3M
2 +$4.47M
3 +$4.17M
4
PRU icon
Prudential Financial
PRU
+$3.34M
5
IPG icon
Interpublic Group of Companies
IPG
+$2.65M

Sector Composition

1 Healthcare 22.78%
2 Technology 15.84%
3 Financials 12.48%
4 Consumer Discretionary 8.77%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-140,727
102
-10,859
103
-32,976
104
-4,968