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
$149M
AUM Growth
-$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.65M
3
+$1.16M
4
ULTA icon
Ulta Beauty
ULTA
+$1.16M
5
YUMC icon
Yum China
YUMC
+$789K

Top Sells

1
+$2.83M
2
+$2.15M
3
+$1.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$798K
5
AAPL icon
Apple
AAPL
+$264K

Sector Composition

1 Technology 18.64%
2 Consumer Staples 13.41%
3 Financials 11.88%
4 Healthcare 9.37%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$79.7K 0.05%
6,897
-59
102
$79.4K 0.05%
+3,076
103
$77.6K 0.05%
1,066
104
$77.1K 0.05%
+1,851
105
$75.4K 0.05%
+3,057
106
$74.1K 0.05%
793
+159
107
$71.7K 0.05%
241
108
$71.5K 0.05%
942
-356
109
$69.5K 0.05%
737
110
$69K 0.05%
2,142
-1,202
111
$68K 0.05%
1,942
112
$49.8K 0.03%
1,920
+147
113
$47.2K 0.03%
286
114
$47.1K 0.03%
259
115
$42K 0.03%
548
116
$38.1K 0.03%
2,588
117
$6.02K ﹤0.01%
264
118
– –
-25
119
– –
-1
120
– –
-75
121
– –
-340
122
– –
-1,175
123
– –
-400
124
– –
-100
125
– –
-75
3 4
5
6 7