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
$259M
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$5.01M
3
+$4.68M
4
BA icon
Boeing
BA
+$4.53M
5
RTN
Raytheon Company
RTN
+$3.66M

Top Sells

1
+$6.33M
2
+$4.77M
3
+$4.36M
4
SWK icon
Stanley Black & Decker
SWK
+$4.29M
5
AZO icon
AutoZone
AZO
+$3.06M

Sector Composition

1 Industrials 20.12%
2 Consumer Discretionary 15.34%
3 Technology 13.97%
4 Healthcare 11.39%
5 Financials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.03M 2.71%
92,284
+335
2
$6.96M 2.69%
114,237
-1,338
3
$6.67M 2.57%
491,419
-1,721
4
$6.65M 2.57%
122,232
-823
5
$6.48M 2.5%
120,591
-1,997
6
$6.41M 2.47%
+133,031
7
$6.22M 2.4%
121,218
+13,236
8
$5.98M 2.31%
45,667
+34,588
9
$5.64M 2.17%
48,602
+10,321
10
$5.45M 2.1%
317,434
-4,991
11
$5.08M 1.96%
141,940
+87,890
12
$5.01M 1.93%
+108,294
13
$4.86M 1.87%
65,619
+23,717
14
$4.74M 1.83%
290,591
-1,012
15
$4.68M 1.8%
+61,492
16
$4.36M 1.68%
194,665
-2,492
17
$4.35M 1.68%
100,897
-1,707
18
$4.25M 1.64%
97,584
-58,546
19
$4.21M 1.62%
45,104
-127
20
$4.16M 1.61%
57,880
+22,096
21
$4.13M 1.59%
42,783
-15,928
22
$4.09M 1.58%
27,768
+8,177
23
$4.05M 1.56%
103,141
+54,087
24
$3.99M 1.54%
66,567
-766
25
$3.93M 1.51%
27,268
-1,065
1
2 3 4 5