PCM

Palouse Capital Management Portfolio holdings

AUM $151M
1-Year Est. Return 15.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.45%
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 +$3.72M
2 +$2.59M
3 +$2.26M
4
NKE icon
Nike
NKE
+$1.83M
5
MDT icon
Medtronic
MDT
+$405K

Top Sells

1 +$3.23M
2 +$2.36M
3 +$1.69M
4
TMO icon
Thermo Fisher Scientific
TMO
+$479K
5
UNH icon
UnitedHealth
UNH
+$297K

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
126
-1,066