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
$158M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$2.59M
3
+$2.57M
4
NKE icon
Nike
NKE
+$2.06M
5
MDT icon
Medtronic
MDT
+$433K

Top Sells

1
+$3.29M
2
+$2.47M
3
+$1.6M
4
TMO icon
Thermo Fisher Scientific
TMO
+$500K
5
UNH icon
UnitedHealth
UNH
+$307K

Sector Composition

1 Technology 17.21%
2 Consumer Staples 13.87%
3 Financials 12.12%
4 Consumer Discretionary 9.25%
5 Healthcare 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.91M 3.1%
11,413
-342
2
$4.9M 3.09%
91,611
-3,341
3
$4.85M 3.06%
52,822
-1,183
4
$4.73M 2.99%
48,495
+26,360
5
$4.34M 2.74%
4,576
-153
6
$4.24M 2.68%
146,513
-2,746
7
$4.23M 2.67%
31,638
-1,030
8
$4.2M 2.65%
70,572
-2,296
9
$4.08M 2.58%
108,828
-3,746
10
$3.98M 2.51%
270,629
-10,425
11
$3.9M 2.46%
48,013
+47,071
12
$3.85M 2.43%
52,126
-1,318
13
$3.82M 2.41%
105,580
-4,587
14
$3.72M 2.35%
12,480
-305
15
$3.63M 2.29%
23,313
-686
16
$3.62M 2.29%
57,856
-2,031
17
$3.36M 2.12%
145,290
-3,854
18
$3.3M 2.09%
26,747
-896
19
$3.17M 2%
25,813
-668
20
$3M 1.89%
178,969
-1,740
21
$2.97M 1.88%
17,493
+98
22
$2.97M 1.88%
89,339
-2,867
23
$2.93M 1.85%
74,866
-2,329
24
$2.79M 1.76%
31,009
+4,810
25
$2.75M 1.74%
11,808
-87
1
2 3 4 5