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
$253M
AUM Growth
-$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.46M
3
+$5.27M
4
PFG icon
Principal Financial Group
PFG
+$3.99M
5
OXY icon
Occidental Petroleum
OXY
+$2.6M

Top Sells

1
+$4.39M
2
+$4.11M
3
+$3.33M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.71M
5
IVZ icon
Invesco
IVZ
+$893K

Sector Composition

1 Financials 22.1%
2 Technology 15.47%
3 Healthcare 11.04%
4 Industrials 10.44%
5 Consumer Staples 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.24M 2.86%
71,242
+3,181
2
$7.2M 2.85%
88,288
-1,681
3
$6.54M 2.59%
141,979
-585
4
$6.38M 2.52%
173,632
-529
5
$6.28M 2.48%
304,495
-7,140
6
$6M 2.37%
127,924
-2,892
7
$5.97M 2.36%
64,756
-707
8
$5.86M 2.31%
95,413
+42,310
9
$5.82M 2.3%
+14,827
10
$5.73M 2.26%
132,159
-3,799
11
$5.46M 2.16%
+79,484
12
$5.42M 2.14%
454,832
+14,003
13
$5.41M 2.14%
82,561
-1,080
14
$5.41M 2.14%
60,444
-667
15
$5.33M 2.11%
68,445
-2,514
16
$5.29M 2.09%
56,585
-3,878
17
$5.27M 2.08%
+79,794
18
$5.2M 2.06%
56,865
-18,664
19
$5.2M 2.05%
241,051
-21,228
20
$5.15M 2.03%
82,284
-10,214
21
$4.9M 1.94%
87,232
-11,621
22
$4.85M 1.92%
118,122
+125
23
$4.75M 1.88%
283,955
-53,344
24
$4.66M 1.84%
136,183
-11,864
25
$4.62M 1.82%
155,762
-25,878
1
2 3 4 5