PCM
Palouse Capital Management Portfolio holdings
AUM
$152M
1-Year Return
8.19%
This Quarter Return
+6.5%
1 Year Return
+8.19%
3 Year Return
+33.87%
5 Year Return
+73.22%
10 Year Return
+74.7%
AUM
$151M
AUM Growth
+$11.2M
(+8%)
Cap. Flow
+$2.16M
Cap. Flow
% of AUM
1.43%
Top 10 Holdings %
Top 10 Hldgs %
28.33%
Holding
151
New
84
Increased
9
Reduced
52
Closed
6
Top Buys
| 1 |
General Mills
GIS
|
$3.81M |
| 2 |
Keurig Dr Pepper
KDP
|
$3.51M |
| 3 |
Air Products & Chemicals
APD
|
$1.27M |
| 4 |
Incyte
INCY
|
$1.14M |
| 5 |
Newmont
NEM
|
$887K |
Top Sells
| 1 |
Home Depot
HD
|
$1.93M |
| 2 |
Lowe's Companies
LOW
|
$1.75M |
| 3 |
Advanced Micro Devices
AMD
|
$1.54M |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$1.24M |
| 5 |
Regeneron Pharmaceuticals
REGN
|
$1.13M |
Sector Composition
| 1 | Technology | 17.69% |
| 2 | Financials | 14.15% |
| 3 | Consumer Staples | 13.74% |
| 4 | Healthcare | 10.47% |
| 5 | Communication Services | 7.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Viatris
VTRS
$12B
| – | – |
-50,808
| Closed | -$550K |
|