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
$264M
AUM Growth
-$5.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.89M
3
+$3.07M
4
CSCO icon
Cisco
CSCO
+$1.55M
5
SPG icon
Simon Property Group
SPG
+$1.42M

Top Sells

1
+$5.09M
2
+$4.44M
3
+$3.75M
4
DOW icon
Dow Inc
DOW
+$3.66M
5
PNR icon
Pentair
PNR
+$2.81M

Sector Composition

1 Financials 19.05%
2 Healthcare 18.01%
3 Consumer Staples 9.79%
4 Technology 9.66%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.2M 5.37%
154,937
-4,278
2
$9.17M 3.47%
103,563
-9,538
3
$8.93M 3.38%
120,192
-10,072
4
$8.06M 3.05%
85,957
-7,031
5
$7.98M 3.02%
275,215
-19,694
6
$7.21M 2.73%
70,989
+13,493
7
$6.84M 2.59%
45,896
+9,521
8
$6.75M 2.56%
178,775
-9,034
9
$6.46M 2.45%
359,463
-53,566
10
$6.31M 2.39%
12,555
-768
11
$6.25M 2.37%
270,397
-12,459
12
$6.2M 2.35%
133,703
-6,712
13
$6.14M 2.33%
151,304
-8,040
14
$6.07M 2.3%
94,579
-5,984
15
$5.84M 2.21%
40,054
+1,048
16
$5.83M 2.21%
386,962
-27,850
17
$5.79M 2.19%
36,711
-4,252
18
$5.79M 2.19%
132,665
-15,091
19
$5.69M 2.16%
105,620
-14,901
20
$5.62M 2.13%
149,543
-6,630
21
$5.38M 2.04%
99,966
-41,193
22
$5.35M 2.03%
104,986
-6,366
23
$5.35M 2.03%
111,463
+32,269
24
$5.22M 1.98%
126,665
-23,631
25
$5.09M 1.93%
139,168
+31,195
1
2 3 4 5