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
$260M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$2.96M
3
+$912K
4
T icon
AT&T
T
+$802K
5
IVZ icon
Invesco
IVZ
+$716K

Top Sells

1
+$6M
2
+$5.41M
3
+$4.62M
4
ORCL icon
Oracle
ORCL
+$3.54M
5
MSFT icon
Microsoft
MSFT
+$3.28M

Sector Composition

1 Financials 24.2%
2 Healthcare 10.89%
3 Consumer Staples 10.73%
4 Industrials 9.18%
5 Technology 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.8M 4.93%
140,136
+83,271
2
$8.08M 3.11%
87,950
-338
3
$7.28M 2.8%
169,259
-4,373
4
$7.05M 2.71%
145,999
+4,020
5
$6.72M 2.58%
57,704
+1,119
6
$6.56M 2.52%
99,047
+3,634
7
$6.51M 2.5%
274,902
+33,851
8
$6.26M 2.41%
77,763
-1,721
9
$6.2M 2.39%
77,304
-2,490
10
$6.2M 2.38%
321,039
+37,084
11
$6.13M 2.36%
291,652
-12,843
12
$6.04M 2.32%
92,903
+10,619
13
$5.89M 2.27%
13,792
-1,035
14
$5.78M 2.22%
71,725
+6,969
15
$5.73M 2.2%
96,068
+8,836
16
$5.58M 2.15%
70,008
+1,563
17
$5.45M 2.09%
429,601
-25,231
18
$5.29M 2.03%
144,660
+8,477
19
$5.26M 2.02%
161,924
+28,062
20
$5.19M 2%
118,502
+11,000
21
$5.13M 1.97%
43,464
-27,778
22
$4.91M 1.89%
115,355
-2,767
23
$4.84M 1.86%
44,890
+1,017
24
$4.57M 1.76%
25,200
-1,130
25
$4.51M 1.73%
89,792
-580
1
2 3 4 5