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
$151M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.51M
3
+$1.27M
4
INCY icon
Incyte
INCY
+$1.14M
5
NEM icon
Newmont
NEM
+$887K

Top Sells

1
+$1.93M
2
+$1.75M
3
+$1.54M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.24M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.13M

Sector Composition

1 Technology 17.69%
2 Financials 14.15%
3 Consumer Staples 13.74%
4 Healthcare 10.47%
5 Communication Services 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.09M 3.36%
12,089
-979
2
$4.71M 3.11%
51,336
-2,779
3
$4.38M 2.89%
74,553
-708
4
$4.29M 2.83%
24,214
-439
5
$4.26M 2.82%
52,974
-1,061
6
$4.21M 2.78%
151,803
-5,273
7
$4.03M 2.66%
289,178
-20,446
8
$4.02M 2.65%
4,821
-337
9
$3.99M 2.63%
33,403
-2,343
10
$3.93M 2.59%
78,232
-3,577
11
$3.91M 2.58%
61,823
-3,474
12
$3.81M 2.52%
+54,470
13
$3.75M 2.48%
111,961
-5,965
14
$3.51M 2.32%
+114,432
15
$3.5M 2.31%
97,597
+24,745
16
$3.45M 2.28%
27,005
-1,370
17
$3.13M 2.07%
12,938
+5,232
18
$3.03M 2%
94,131
-6,214
19
$3.02M 1.99%
28,750
-2,275
20
$3.01M 1.99%
17,795
-2,025
21
$2.94M 1.94%
186,205
-18,908
22
$2.43M 1.61%
18,350
-1,190
23
$2.42M 1.6%
4,902
+190
24
$2.38M 1.57%
9,609
-656
25
$2.32M 1.53%
26,624
-1,614
1
2 3 4 5