PCM

Palouse Capital Management Portfolio holdings

AUM $156M
1-Year Est. Return 13.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.71M
3
+$2.67M
4
OKE icon
Oneok
OKE
+$2.54M
5
BDX icon
Becton Dickinson
BDX
+$1.45M

Top Sells

1
+$3.69M
2
+$3.58M
3
+$2.27M
4
IPG
Interpublic Group of Companies
IPG
+$1.49M
5
PFE icon
Pfizer
PFE
+$1.11M

Sector Composition

1 Technology 18.98%
2 Healthcare 12.53%
3 Financials 12.28%
4 Communication Services 7.97%
5 Consumer Staples 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.76M 3.8%
11,572
-181
2
$5.19M 3.42%
89,105
-2,438
3
$4.76M 3.14%
51,837
-4,529
4
$4.62M 3.05%
43,351
+172
5
$4.27M 2.81%
13,679
+13,405
6
$4.22M 2.78%
251,892
-2,376
7
$4.07M 2.68%
3,877
-481
8
$3.9M 2.57%
69,689
-77
9
$3.84M 2.54%
100,246
-1,082
10
$3.78M 2.49%
49,803
+168
11
$3.73M 2.46%
30,734
+78
12
$3.45M 2.28%
108,524
+29,622
13
$3.44M 2.27%
40,459
-12,919
14
$3.43M 2.26%
34,756
+11,522
15
$3.29M 2.17%
32,592
-1,504
16
$3.24M 2.14%
26,111
+6,720
17
$3.05M 2.01%
17,316
+6,444
18
$2.92M 1.93%
167,909
+92
19
$2.8M 1.85%
91,167
+632
20
$2.72M 1.79%
17,069
+12
21
$2.71M 1.79%
+39,923
22
$2.69M 1.77%
5,803
-3
23
$2.67M 1.76%
+36,754
24
$2.65M 1.75%
30,451
+37
25
$2.62M 1.73%
50,540
-1,459
1
2 3 4 5