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
$189M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.09M
3
+$2.05M
4
AMZN icon
Amazon
AMZN
+$1.67M
5
NVR icon
NVR
NVR
+$1.35M

Top Sells

1
+$4.71M
2
+$3.19M
3
+$2.4M
4
IPG icon
Interpublic Group of Companies
IPG
+$1.94M
5
GILD icon
Gilead Sciences
GILD
+$1.87M

Sector Composition

1 Healthcare 20.6%
2 Technology 17.29%
3 Financials 12.85%
4 Consumer Discretionary 8.74%
5 Consumer Staples 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.47M 3.95%
69,681
-6,031
2
$6.59M 3.49%
79,156
+4,139
3
$5.65M 2.99%
125,054
-13,582
4
$5.24M 2.78%
415,139
-37,854
5
$5.08M 2.69%
65,091
-4,983
6
$4.88M 2.58%
73,657
-6,670
7
$4.63M 2.45%
77,237
+34,149
8
$4.6M 2.43%
163,001
-12,721
9
$4.42M 2.34%
114,652
-3,962
10
$4.41M 2.33%
187,551
-82,279
11
$4.38M 2.32%
27,859
-2,288
12
$4.36M 2.31%
67,728
-5,518
13
$4.33M 2.29%
29,123
-2,798
14
$4.03M 2.13%
64,969
-7,109
15
$3.92M 2.08%
17,065
-1,814
16
$3.88M 2.05%
33,574
-2,801
17
$3.78M 2%
16,987
+5,756
18
$3.76M 1.99%
75,473
-9,228
19
$3.7M 1.96%
92,777
-6,826
20
$3.67M 1.94%
73,596
-5,279
21
$3.6M 1.91%
146,595
-17,659
22
$3.46M 1.83%
77,410
-8,888
23
$3.45M 1.82%
73,211
-35,260
24
$3.18M 1.69%
54,653
-32,153
25
$3.12M 1.65%
8,888
-845
1
2 3 4