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
$140M
AUM Growth
-$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.41M
3
+$1.04M
4
DIS icon
Walt Disney
DIS
+$1.02M
5
PFE icon
Pfizer
PFE
+$317K

Top Sells

1
+$1.74M
2
+$1.69M
3
+$1.2M
4
VTRS icon
Viatris
VTRS
+$1.04M
5
META icon
Meta Platforms (Facebook)
META
+$929K

Sector Composition

1 Technology 18.9%
2 Healthcare 13.59%
3 Financials 11.68%
4 Energy 9.01%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.14M 3.59%
60,956
-3,786
2
$5.01M 3.5%
54,716
-5,260
3
$4.69M 3.28%
13,764
-1,226
4
$4.13M 2.88%
80,866
+2,580
5
$3.93M 2.74%
124,215
+1,902
6
$3.81M 2.66%
78,814
-5,268
7
$3.7M 2.59%
100,862
+8,637
8
$3.67M 2.57%
37,016
+10,515
9
$3.38M 2.36%
29,562
-1,839
10
$3.25M 2.27%
76,124
-2,438
11
$3.12M 2.18%
40,888
-3,341
12
$2.95M 2.06%
175,696
-11,609
13
$2.95M 2.06%
34,010
-13,780
14
$2.93M 2.05%
17,714
-1,153
15
$2.81M 1.96%
61,021
-3,981
16
$2.76M 1.93%
89,342
-3,221
17
$2.76M 1.93%
3,991
-243
18
$2.62M 1.83%
29,692
-770
19
$2.58M 1.8%
14,384
-1,052
20
$2.57M 1.8%
13,255
-1,302
21
$2.57M 1.79%
470,809
-28,772
22
$2.48M 1.73%
229,835
-15,091
23
$2.46M 1.72%
8,220
-669
24
$2.41M 1.68%
18,254
-1,280
25
$2.4M 1.68%
11,745
-1,135
1
2 3