PCM

Palouse Capital Management Portfolio holdings

AUM $157M
1-Year Est. Return 6.27%
This Quarter Est. Return
1 Year Est. Return
+6.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$5.98M
3
+$2.79M
4
AMAT icon
Applied Materials
AMAT
+$2.4M
5
KR icon
Kroger
KR
+$1.83M

Top Sells

1
+$4.39M
2
+$2.37M
3
+$1.72M
4
UNH icon
UnitedHealth
UNH
+$1.54M
5
DRI icon
Darden Restaurants
DRI
+$878K

Sector Composition

1 Healthcare 14.83%
2 Technology 14.5%
3 Financials 13.09%
4 Industrials 11.36%
5 Consumer Discretionary 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.14M 3.04%
88,283
+2,911
2
$8.3M 2.76%
246,640
-4,697
3
$7.49M 2.49%
122,527
-226
4
$7.34M 2.44%
318,553
-7,160
5
$7.32M 2.44%
139,679
-927
6
$7.13M 2.37%
189,168
-409
7
$7.1M 2.36%
57,223
-911
8
$7.04M 2.34%
93,373
+302
9
$6.88M 2.29%
63,104
-405
10
$6.88M 2.29%
86,070
+4,192
11
$6.86M 2.28%
454,594
-2,785
12
$6.76M 2.25%
129,724
-3,403
13
$6.64M 2.21%
72,772
-1,452
14
$6.57M 2.19%
186,448
+16,380
15
$6.54M 2.18%
+150,884
16
$6.32M 2.1%
66,759
+134
17
$6M 2%
92,365
+1,441
18
$5.98M 1.99%
+118,102
19
$5.85M 1.95%
34,306
+1,722
20
$5.73M 1.91%
212,863
+9,135
21
$5.59M 1.86%
148,798
+1,237
22
$5.57M 1.85%
129,766
-40,037
23
$5.53M 1.84%
70,509
+4,127
24
$5.46M 1.82%
118,998
+1,017
25
$5.15M 1.72%
21,465
+283
1
2 3 4 5