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
$150M
AUM Growth
-$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.13M
3
+$1.1M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$867K
5
DIS icon
Walt Disney
DIS
+$855K

Top Sells

1
+$2.12M
2
+$1.65M
3
+$1.08M
4
EA icon
Electronic Arts
EA
+$1M
5
FI icon
Fiserv
FI
+$852K

Sector Composition

1 Technology 18%
2 Financials 13.45%
3 Consumer Staples 12.24%
4 Healthcare 8.55%
5 Consumer Discretionary 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$93K 0.06%
2,352
102
$89.2K 0.06%
524
103
$86.3K 0.06%
999
104
$86.2K 0.06%
+2,558
105
$81.6K 0.05%
844
106
$81.6K 0.05%
290
-272
107
$79.3K 0.05%
+1,135
108
$77.6K 0.05%
241
109
$76.8K 0.05%
10,443
-3,938
110
$76.4K 0.05%
6,629
-86
111
$71.6K 0.05%
3,076
112
$71.1K 0.05%
745
+8
113
$68.3K 0.05%
1,022
-2,203
114
$67.7K 0.05%
2,635
-1,514
115
$63.9K 0.04%
2,393
-789
116
$63.4K 0.04%
1,942
117
$60.8K 0.04%
+400
118
$60.1K 0.04%
2,168
+248
119
$59.6K 0.04%
1,323
120
$59.5K 0.04%
600
121
$57.6K 0.04%
1,462
-619
122
$56.3K 0.04%
2,000
123
$49.4K 0.03%
259
124
$43.9K 0.03%
2,907
-1,664
125
$43.1K 0.03%
548
2 3 4
5
6