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
$169M
AUM Growth
-$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.7M
3
+$3.56M
4
DGX icon
Quest Diagnostics
DGX
+$3.35M
5
TS icon
Tenaris
TS
+$2.05M

Top Sells

1
+$14.2M
2
+$8.93M
3
+$7.98M
4
SPG icon
Simon Property Group
SPG
+$6.84M
5
BP icon
BP
BP
+$6.75M

Sector Composition

1 Healthcare 21.68%
2 Financials 17.33%
3 Technology 12.66%
4 Industrials 8.99%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.32M 4.32%
96,031
-7,532
2
$6.11M 3.61%
81,704
+3,623
3
$6.07M 3.59%
61,317
-9,672
4
$5.29M 3.13%
326,845
+56,448
5
$5.18M 3.06%
11,781
-774
6
$5.07M 2.99%
90,871
-3,708
7
$4.95M 2.92%
37,717
-2,337
8
$4.85M 2.87%
23,926
+3,015
9
$4.74M 2.8%
148,932
-611
10
$4.64M 2.74%
131,989
-1,714
11
$4.35M 2.57%
111,604
+5,984
12
$4.33M 2.56%
83,050
-2,907
13
$4.33M 2.56%
32,719
+13,602
14
$4.23M 2.5%
44,688
-898
15
$4.23M 2.5%
107,639
-3,824
16
$3.99M 2.36%
+194,152
17
$3.92M 2.32%
133,096
+431
18
$3.75M 2.22%
199,439
+48,135
19
$3.7M 2.19%
+39,616
20
$3.56M 2.1%
+121,592
21
$3.48M 2.06%
3,723
-65
22
$3.41M 2.02%
21,626
-15,085
23
$3.36M 1.99%
370,133
+10,670
24
$3.35M 1.98%
+41,685
25
$3.17M 1.87%
26,108
-246
1
2 3 4