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
$225M
AUM Growth
-$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.75M
3
+$2.72M
4
EWBC icon
East-West Bancorp
EWBC
+$2.12M
5
PENN icon
PENN Entertainment
PENN
+$1.84M

Top Sells

1
+$4.28M
2
+$3.11M
3
+$3.1M
4
WFC icon
Wells Fargo
WFC
+$2.97M
5
COST icon
Costco
COST
+$870K

Sector Composition

1 Healthcare 23.06%
2 Technology 14.86%
3 Financials 13.76%
4 Consumer Discretionary 8.96%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.53M 3.35%
212,013
+14,349
2
$7.43M 3.3%
90,113
-2,500
3
$7.07M 3.14%
65,499
-2,479
4
$6.5M 2.89%
82,272
+5,294
5
$6.33M 2.81%
409,336
+11,089
6
$6.17M 2.74%
68,718
-2,562
7
$6.04M 2.69%
86,111
+39,199
8
$5.95M 2.64%
109,528
+22,082
9
$5.87M 2.61%
20,834
-598
10
$5.82M 2.59%
72,448
-1,705
11
$5.69M 2.53%
122,655
+13
12
$5.68M 2.53%
16,459
+1,338
13
$5.68M 2.52%
95,985
-2,432
14
$5.29M 2.35%
99,342
+27,232
15
$4.48M 1.99%
185,770
+16,126
16
$4.32M 1.92%
100,411
-2,058
17
$4.29M 1.91%
26,541
-808
18
$4.28M 1.9%
110,339
-3,475
19
$3.65M 1.62%
68,975
-2,240
20
$3.58M 1.59%
51,311
-1,296
21
$3.5M 1.56%
95,447
-3,408
22
$3.44M 1.53%
16,179
-463
23
$3.42M 1.52%
40,297
-1,187
24
$3.29M 1.46%
53,384
-1,549
25
$3.28M 1.46%
+69,638
1
2 3 4 5