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
$229M
AUM Growth
+$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.29M
3
+$2.2M
4
IBKR icon
Interactive Brokers
IBKR
+$1.9M
5
BABA icon
Alibaba
BABA
+$1.43M

Top Sells

1
+$5.3M
2
+$4.47M
3
+$4.17M
4
PRU icon
Prudential Financial
PRU
+$3.34M
5
IPG icon
Interpublic Group of Companies
IPG
+$2.65M

Sector Composition

1 Healthcare 22.78%
2 Technology 15.84%
3 Financials 12.48%
4 Consumer Discretionary 8.77%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.66M 3.35%
92,613
+954
2
$7.66M 3.35%
67,978
-19
3
$6.58M 2.88%
122,642
-1,511
4
$6.58M 2.87%
98,417
-399
5
$6.19M 2.7%
74,153
-904
6
$5.83M 2.55%
71,280
-705
7
$5.81M 2.54%
21,432
-132
8
$5.77M 2.52%
197,664
+1,464
9
$5.72M 2.5%
15,121
-39
10
$5.68M 2.48%
398,247
-2,464
11
$5.68M 2.48%
76,978
-472
12
$5.54M 2.42%
87,446
-430
13
$4.54M 1.98%
169,644
-883
14
$4.5M 1.97%
27,349
-250
15
$4.48M 1.96%
113,814
-535
16
$4.28M 1.87%
80,790
+1,994
17
$4.13M 1.81%
71,215
-905
18
$4.06M 1.77%
16,642
-76
19
$4.05M 1.77%
72,110
-137
20
$4.01M 1.75%
102,469
-1,185
21
$3.62M 1.58%
52,607
-444
22
$3.52M 1.54%
8,781
-34
23
$3.49M 1.53%
24,921
-352
24
$3.46M 1.51%
41,484
-529
25
$3.41M 1.49%
8,611
-52
1
2 3 4 5