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
$176M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.02M
3
+$1.83M
4
NEM icon
Newmont
NEM
+$1.3M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$6.18M
2
+$3.77M
3
+$2.78M
4
PFE icon
Pfizer
PFE
+$1.08M
5
PENN icon
PENN Entertainment
PENN
+$1.03M

Sector Composition

1 Technology 20.12%
2 Financials 16.59%
3 Healthcare 13.87%
4 Consumer Discretionary 9.33%
5 Energy 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.43M 3.66%
85,011
-3,750
2
$5.24M 2.98%
397,466
-20,787
3
$5.13M 2.91%
85,299
-4,261
4
$4.63M 2.63%
41,413
-1,760
5
$4.61M 2.62%
69,932
-3,616
6
$4.6M 2.62%
109,483
+30,837
7
$4.55M 2.59%
19,558
-744
8
$4.36M 2.48%
7,915
-393
9
$4.12M 2.34%
159,956
+43,475
10
$4.05M 2.3%
24,778
-41
11
$3.93M 2.23%
26,474
-1,075
12
$3.55M 2.02%
112,043
-1,770
13
$3.45M 1.96%
252,140
-7,420
14
$3.45M 1.96%
+164,647
15
$3.45M 1.96%
55,723
-3,275
16
$3.44M 1.96%
82,611
-3,083
17
$3.44M 1.96%
36,074
-1,712
18
$3.34M 1.9%
20,656
-1,427
19
$3.33M 1.9%
391,405
-14,773
20
$3.22M 1.83%
6,375
-428
21
$3.2M 1.82%
557,935
-10,272
22
$3.14M 1.78%
71,684
-24,783
23
$3.02M 1.72%
+36,627
24
$2.95M 1.68%
48,508
-2,282
25
$2.83M 1.61%
23,835
-768
1
2 3 4