PCM

Palouse Capital Management Portfolio holdings

AUM $157M
1-Year Est. Return 6.27%
This Quarter Est. Return
1 Year Est. Return
+6.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
-$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.9M
3
+$1.48M
4
AMD icon
Advanced Micro Devices
AMD
+$1.15M
5
CMCSA icon
Comcast
CMCSA
+$685K

Top Sells

1
+$3.15M
2
+$2.36M
3
+$1.12M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$823K
5
AAPL icon
Apple
AAPL
+$406K

Sector Composition

1 Technology 17.66%
2 Consumer Staples 12.52%
3 Financials 12.34%
4 Healthcare 9.33%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.17M 3.53%
56,366
-3,905
2
$4.45M 3.04%
101,328
-2,454
3
$4.45M 3.04%
69,766
+1,684
4
$4.42M 3.02%
91,543
+5,149
5
$4.41M 3.01%
11,753
+490
6
$4.12M 2.82%
4,358
-115
7
$3.82M 2.6%
254,268
-9,452
8
$3.79M 2.59%
43,179
+16,826
9
$3.79M 2.59%
53,378
-3,204
10
$3.77M 2.57%
49,635
+2,090
11
$3.75M 2.56%
34,096
+17,297
12
$3.74M 2.56%
147,768
+10,816
13
$3.69M 2.52%
107,894
-1,043
14
$3.58M 2.45%
12,149
-183
15
$3.49M 2.38%
30,656
-467
16
$3.11M 2.12%
51,999
+318
17
$3.03M 2.07%
49,094
-181
18
$2.95M 2.01%
78,902
+2,845
19
$2.78M 1.9%
90,535
+4,168
20
$2.73M 1.87%
30,414
-221
21
$2.68M 1.83%
167,817
-4,263
22
$2.68M 1.83%
94,835
-3,361
23
$2.64M 1.8%
53,145
-281
24
$2.62M 1.79%
17,057
+59
25
$2.59M 1.77%
+5,806
1
2 3 4 5