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
$295M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.63M
3
+$2.01M
4
BAC icon
Bank of America
BAC
+$1.38M
5
T icon
AT&T
T
+$1.26M

Top Sells

1
+$6.54M
2
+$3.34M
3
+$3.26M
4
JNPR
Juniper Networks
JNPR
+$1.97M
5
M icon
Macy's
M
+$1.88M

Sector Composition

1 Healthcare 16.41%
2 Financials 15.31%
3 Technology 14.04%
4 Industrials 10.81%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.44M 2.86%
90,274
+1,991
2
$8.31M 2.82%
241,538
-5,102
3
$8.02M 2.72%
144,669
+4,990
4
$7.71M 2.61%
179,385
-9,783
5
$7.46M 2.53%
119,332
-3,195
6
$7.33M 2.48%
312,823
-5,730
7
$6.86M 2.32%
69,530
-3,242
8
$6.59M 2.23%
61,304
+4,081
9
$6.57M 2.22%
444,856
-9,738
10
$6.52M 2.21%
92,042
-1,331
11
$6.42M 2.17%
264,823
+51,960
12
$6.38M 2.16%
128,265
-1,459
13
$6.34M 2.15%
84,773
-1,297
14
$6.33M 2.14%
61,746
-1,358
15
$6.25M 2.12%
33,865
-441
16
$6.19M 2.1%
185,112
-1,336
17
$6.1M 2.07%
65,856
-903
18
$5.92M 2%
75,827
+13,014
19
$5.91M 2%
119,765
+1,663
20
$5.91M 2%
137,230
+7,464
21
$5.63M 1.9%
149,182
+384
22
$5.51M 1.87%
70,591
+82
23
$5.42M 1.84%
84,251
+1,913
24
$5.16M 1.75%
118,285
-713
25
$4.87M 1.65%
105,236
-3,984
1
2 3 4 5