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
$244M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$5.58M
3
+$3.93M
4
WELL icon
Welltower
WELL
+$3.88M
5
DD icon
DuPont de Nemours
DD
+$3.59M

Top Sells

1
+$6.93M
2
+$5.88M
3
+$3.36M
4
KSS icon
Kohl's
KSS
+$3.16M
5
RLJ icon
RLJ Lodging Trust
RLJ
+$2.79M

Sector Composition

1 Healthcare 16.98%
2 Financials 15.54%
3 Consumer Discretionary 14.68%
4 Technology 12.98%
5 Industrials 12.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.6M 3.52%
82,663
-4,204
2
$8.39M 3.43%
53,895
-1,540
3
$7.8M 3.19%
141,485
+31,954
4
$7.78M 3.18%
252,396
-2,260
5
$7.05M 2.88%
112,523
-2,028
6
$6.44M 2.64%
201,188
-9,357
7
$6.4M 2.62%
85,933
-2,112
8
$6.39M 2.62%
+133,148
9
$5.97M 2.44%
185,805
+7,910
10
$5.58M 2.28%
+202,471
11
$5.57M 2.28%
135,185
-2,455
12
$5.49M 2.25%
452,881
-38,370
13
$5.17M 2.12%
83,215
+1,958
14
$4.83M 1.98%
75,921
-6,387
15
$4.77M 1.95%
56,704
+1,387
16
$4.66M 1.91%
128,405
+3,553
17
$4.52M 1.85%
30,923
-2,851
18
$4.5M 1.84%
149,038
+4,200
19
$4.36M 1.79%
125,181
+4,462
20
$4.35M 1.78%
64,575
-6,310
21
$4.31M 1.77%
59,730
+1,104
22
$4.26M 1.74%
26,639
-2,332
23
$4.16M 1.7%
28,965
+13,290
24
$4.02M 1.64%
21,567
-2,053
25
$3.97M 1.62%
106,590
-5,325
1
2 3 4 5