PCM

Palouse Capital Management Portfolio holdings

AUM $151M
1-Year Est. Return 15.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$2.6M
3
+$2.21M
4
MRSH
Marsh
MRSH
+$1.96M
5
EG icon
Everest Group
EG
+$1.9M

Top Sells

1
+$4.07M
2
+$3.98M
3
+$3.78M
4
LRCX icon
Lam Research
LRCX
+$1.76M
5
NXPI icon
NXP Semiconductors
NXPI
+$1.43M

Sector Composition

1 Technology 19.76%
2 Healthcare 13.26%
3 Financials 12.33%
4 Communication Services 8.51%
5 Energy 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.92M 3.77%
11,437
-135
2
$5.11M 3.25%
43,130
-221
3
$4.96M 3.15%
54,019
+2,182
4
$4.84M 3.08%
99,356
-890
5
$4.68M 2.98%
13,560
-119
6
$4.44M 2.82%
+165,407
7
$4.31M 2.74%
249,799
-2,093
8
$4.07M 2.59%
40,115
-344
9
$3.86M 2.45%
71,010
+1,321
10
$3.8M 2.42%
108,369
-155
11
$3.76M 2.39%
30,737
+3
12
$3.67M 2.33%
43,912
+11,320
13
$3.63M 2.31%
14,940
-2,376
14
$3.11M 1.98%
166,587
-1,322
15
$3.1M 1.97%
34,547
-209
16
$3.09M 1.97%
37,118
+364
17
$2.91M 1.85%
91,966
+799
18
$2.9M 1.84%
5,809
+6
19
$2.9M 1.84%
30,422
-29
20
$2.85M 1.81%
17,115
+46
21
$2.79M 1.77%
40,088
+165
22
$2.7M 1.72%
32,021
-57,084
23
$2.66M 1.69%
104,581
+2,735
24
$2.64M 1.68%
+60,005
25
$2.62M 1.67%
10,300
-38
1
2 3 4 5