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
$158M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$2.59M
3
+$2.57M
4
NKE icon
Nike
NKE
+$2.06M
5
MDT icon
Medtronic
MDT
+$433K

Top Sells

1
+$3.29M
2
+$2.47M
3
+$1.6M
4
TMO icon
Thermo Fisher Scientific
TMO
+$500K
5
UNH icon
UnitedHealth
UNH
+$307K

Sector Composition

1 Technology 17.21%
2 Consumer Staples 13.87%
3 Financials 12.12%
4 Consumer Discretionary 9.25%
5 Healthcare 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$92.5K 0.06%
524
102
$87.1K 0.06%
793
103
$87.1K 0.06%
1,871
104
$83.4K 0.05%
844
-1,342
105
$82.9K 0.05%
6,715
-182
106
$81.8K 0.05%
3,182
107
$80.2K 0.05%
999
-524
108
$77.2K 0.05%
1,851
109
$75.8K 0.05%
241
110
$72.1K 0.05%
737
111
$69.7K 0.04%
1,942
112
$68.3K 0.04%
+1,323
113
$67.7K 0.04%
+2,000
114
$63.2K 0.04%
+600
115
$54.3K 0.03%
2,142
116
$53.2K 0.03%
1,920
117
$51.1K 0.03%
259
118
$49.5K 0.03%
286
119
$45.5K 0.03%
548
120
$40.5K 0.03%
2,588
121
$35.3K 0.02%
+1,000
122
$6.27K ﹤0.01%
264
123
– –
-1,066
124
– –
-1,196
125
– –
-3,720
2 3 4
5
6