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
$1.45B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$17.3M
3
+$12.7M
4
PBH icon
Prestige Consumer Healthcare
PBH
+$8.64M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.68M

Top Sells

1
+$108M
2
+$44.6M
3
+$31.2M
4
UNH icon
UnitedHealth
UNH
+$6.43M
5
APD icon
Air Products & Chemicals
APD
+$4.23M

Sector Composition

1 Healthcare 26.16%
2 Technology 20.48%
3 Financials 14.14%
4 Consumer Discretionary 10.39%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$99.6M 6.89%
1,763
-553
2
$97.8M 6.76%
5,436
-2,479
3
$77.2M 5.34%
76,530
+64,380
4
$76.1M 5.26%
2,024
-111
5
$73.2M 5.06%
5,860
-515
6
$58M 4.01%
60,620
+5,750
7
$52.8M 3.65%
4,988
+428
8
$47.4M 3.28%
7,432
-579
9
$43.6M 3.02%
8,693
-334
10
$42.6M 2.94%
10,893
-1,083
11
$39.9M 2.76%
4,185
-281
12
$35.1M 2.43%
3,710
-50
13
$33.1M 2.29%
18,675
-883
14
$27.5M 1.9%
10,184
-627
15
$24.4M 1.69%
23,310
-1,468
16
$24M 1.66%
19,499
-1,157
17
$23.9M 1.65%
11,613
-841
18
$21.8M 1.51%
15,629
-1,489
19
$20.6M 1.42%
24,801
-1,673
20
$19.5M 1.35%
13,466
-2,902
21
$19.5M 1.35%
3,638
-20,197
22
$17.9M 1.24%
17,138
-1,655
23
$17.9M 1.24%
39,409
-2,004
24
$17.5M 1.21%
18,532
-678
25
$17.3M 1.19%
+3,991
1
2 3 4