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
$150M
AUM Growth
-$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.13M
3
+$1.1M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$867K
5
DIS icon
Walt Disney
DIS
+$855K

Top Sells

1
+$2.12M
2
+$1.65M
3
+$1.08M
4
EA icon
Electronic Arts
EA
+$1M
5
FI icon
Fiserv
FI
+$852K

Sector Composition

1 Technology 18%
2 Financials 13.45%
3 Consumer Staples 12.24%
4 Healthcare 8.55%
5 Consumer Discretionary 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.51M 3.66%
60,271
+7,449
2
$4.75M 3.16%
11,263
-150
3
$4.59M 3.05%
4,473
-103
4
$4.31M 2.87%
47,277
-1,218
5
$4.29M 2.85%
263,720
-6,909
6
$4.26M 2.83%
103,782
-1,798
7
$3.98M 2.65%
56,582
-1,274
8
$3.91M 2.6%
68,082
-2,490
9
$3.79M 2.52%
31,123
-515
10
$3.63M 2.42%
136,952
-9,561
11
$3.58M 2.38%
12,332
-148
12
$3.56M 2.36%
47,545
-468
13
$3.5M 2.33%
108,937
+109
14
$3.3M 2.19%
51,681
-445
15
$3.22M 2.14%
86,394
-5,217
16
$3.15M 2.1%
25,717
-96
17
$3.06M 2.03%
26,353
-394
18
$3.05M 2.03%
12,167
+359
19
$2.96M 1.97%
21,916
-1,397
20
$2.95M 1.96%
172,080
-6,889
21
$2.92M 1.94%
49,275
-781
22
$2.72M 1.81%
86,367
-2,972
23
$2.61M 1.74%
16,998
-495
24
$2.49M 1.66%
76,057
+1,191
25
$2.45M 1.63%
30,635
-374
1
2 3 4 5