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
$299M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.44M
3
+$6.29M
4
DRI icon
Darden Restaurants
DRI
+$3.54M
5
QCOM icon
Qualcomm
QCOM
+$2.58M

Top Sells

1
+$5.14M
2
+$3.99M
3
+$3.43M
4
MET icon
MetLife
MET
+$783K
5
UNH icon
UnitedHealth
UNH
+$549K

Sector Composition

1 Financials 18.19%
2 Healthcare 15.18%
3 Technology 15.01%
4 Consumer Discretionary 12.77%
5 Industrials 11.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.2M 3.08%
86,554
+3,964
2
$8.56M 2.86%
252,625
-2,210
3
$7.86M 2.63%
142,461
-1,240
4
$7.68M 2.57%
17,179
-73
5
$7.5M 2.51%
92,560
-783
6
$7.41M 2.48%
183,872
+6,718
7
$6.92M 2.32%
123,578
-504
8
$6.8M 2.28%
196,260
-4,988
9
$6.75M 2.26%
+63,718
10
$6.44M 2.15%
+461,325
11
$6.29M 2.1%
+81,902
12
$6.15M 2.06%
118,370
-15,071
13
$6.14M 2.05%
32,916
-418
14
$6.08M 2.03%
205,587
-3,357
15
$5.99M 2%
67,410
-44,915
16
$5.96M 1.99%
60,569
-942
17
$5.9M 1.97%
91,829
-364
18
$5.79M 1.94%
172,020
-3,109
19
$5.76M 1.93%
481,219
-4,386
20
$5.68M 1.9%
62,386
+3,483
21
$5.67M 1.9%
76,180
-3,425
22
$5.67M 1.9%
146,112
+849
23
$5.17M 1.73%
127,901
-2,075
24
$5.09M 1.7%
133,549
-1,473
25
$5.05M 1.69%
65,369
+27,912
1
2 3 4 5