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
$284M
AUM Growth
+$319K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.37M
3
+$3.08M
4
FFIV icon
F5
FFIV
+$2.67M
5
JBL icon
Jabil
JBL
+$2.62M

Top Sells

1
+$5.2M
2
+$5.09M
3
+$4.47M
4
WBA
Walgreens Boots Alliance
WBA
+$3.98M
5
VTRS icon
Viatris
VTRS
+$2.61M

Sector Composition

1 Industrials 21.8%
2 Consumer Discretionary 14.64%
3 Technology 13.89%
4 Healthcare 11.94%
5 Financials 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.27M 2.91%
123,055
-2,907
2
$8.05M 2.83%
91,949
-2,537
3
$7.83M 2.76%
115,575
-6,642
4
$7.68M 2.7%
122,588
+49,111
5
$7.4M 2.6%
493,140
-7,303
6
$7.29M 2.56%
107,982
+13,003
7
$7.28M 2.56%
156,130
+50
8
$6.68M 2.35%
322,425
-9,334
9
$6.33M 2.23%
71,934
-5,373
10
$6.16M 2.17%
58,711
-4,590
11
$5.47M 1.93%
67,060
-923
12
$5.38M 1.89%
36,354
-1,459
13
$5.29M 1.86%
41,566
+244
14
$5.25M 1.85%
291,603
+7,633
15
$4.83M 1.7%
87,016
-964
16
$4.83M 1.7%
28,333
-423
17
$4.67M 1.64%
38,281
+19,011
18
$4.48M 1.58%
50,401
-5,011
19
$4.45M 1.57%
234,094
+25,584
20
$4.41M 1.55%
45,231
+14,555
21
$4.37M 1.54%
102,604
-4,444
22
$4.36M 1.53%
83,659
+48,031
23
$4.33M 1.52%
67,333
-1,081
24
$4.29M 1.51%
40,764
-2,637
25
$4.2M 1.48%
197,157
+122,863
1
2 3 4 5