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
$145M
AUM Growth
-$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$2.46M
3
+$1.83M
4
PFE icon
Pfizer
PFE
+$1.01M
5
TSN icon
Tyson Foods
TSN
+$607K

Top Sells

1
+$19.5M
2
+$17.3M
3
+$12.7M
4
BBY icon
Best Buy
BBY
+$11.1M
5
STT icon
State Street
STT
+$10.7M

Sector Composition

1 Technology 18.02%
2 Healthcare 14.33%
3 Financials 11.91%
4 Energy 9.1%
5 Communication Services 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.51M 3.71%
+59,976
2
$5.19M 3.5%
64,742
-14,875
3
$4.64M 3.13%
78,286
+10,240
4
$4.32M 2.91%
14,990
-3,685
5
$4.26M 2.87%
84,082
+3,125
6
$3.85M 2.6%
78,562
-23,048
7
$3.76M 2.54%
92,225
+24,868
8
$3.6M 2.43%
31,401
-8,008
9
$3.53M 2.38%
122,313
-36,237
10
$3.24M 2.18%
19,534
-5,267
11
$3.07M 2.07%
187,305
-47,222
12
$3.07M 2.07%
47,790
-28,740
13
$3.05M 2.05%
65,002
-13,951
14
$2.99M 2.02%
15,436
-4,063
15
$2.92M 1.97%
18,867
-4,443
16
$2.92M 1.97%
499,581
-106,013
17
$2.89M 1.95%
92,563
-11,396
18
$2.83M 1.91%
294,522
-74,875
19
$2.83M 1.91%
4,234
-1,202
20
$2.82M 1.9%
44,229
-13,253
21
$2.74M 1.85%
244,926
-129,793
22
$2.65M 1.78%
26,501
-5,813
23
$2.55M 1.72%
8,889
-2,004
24
$2.51M 1.69%
67,436
-19,975
25
$2.51M 1.69%
5,303
-557
1
2 3 4