PCM

Palouse Capital Management Portfolio holdings

AUM $157M
1-Year Est. Return 6.27%
This Quarter Est. Return
1 Year Est. Return
+6.27%
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
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