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
+$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.03M
3
+$893K
4
APTV icon
Aptiv
APTV
+$514K
5
HBAN icon
Huntington Bancshares
HBAN
+$426K

Top Sells

1
+$2.79M
2
+$2.51M
3
+$987K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$427K
5
NXPI icon
NXP Semiconductors
NXPI
+$362K

Sector Composition

1 Technology 17.85%
2 Financials 13.89%
3 Healthcare 12.32%
4 Consumer Staples 8.37%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.95M 3.5%
54,115
+9,770
2
$4.91M 3.47%
13,068
-524
3
$4.52M 3.2%
157,076
+57,476
4
$4.39M 3.11%
54,035
-5,253
5
$4.19M 2.96%
5,158
-134
6
$4.05M 2.86%
75,261
-4,260
7
$4.03M 2.85%
117,926
-4,428
8
$3.94M 2.78%
309,624
+33,496
9
$3.8M 2.69%
35,746
-725
10
$3.71M 2.62%
81,809
-1,573
11
$3.51M 2.48%
24,653
-2,418
12
$3.43M 2.43%
28,375
-752
13
$3.36M 2.37%
65,297
-2,432
14
$3.13M 2.21%
100,345
-4,259
15
$3.02M 2.13%
72,852
-2,228
16
$2.95M 2.09%
205,113
-8,903
17
$2.87M 2.03%
19,820
-1,015
18
$2.74M 1.93%
31,025
-1,303
19
$2.48M 1.75%
4,712
-133
20
$2.36M 1.67%
10,265
-1,574
21
$2.33M 1.64%
28,238
-888
22
$2.31M 1.64%
62,547
-1,950
23
$2.18M 1.54%
5,662
-22
24
$2.18M 1.54%
19,540
-8,840
25
$2.12M 1.5%
10,991
-276
1
2 3