PCM

Prana Capital Management Portfolio holdings

AUM $3B
1-Year Est. Return 8.63%
This Quarter Est. Return
1 Year Est. Return
+8.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$22.4M
3
+$21.9M
4
V icon
Visa
V
+$21.5M
5
VRSK icon
Verisk Analytics
VRSK
+$18.7M

Top Sells

No sells this quarter

Sector Composition

1 Financials 87.73%
2 Industrials 9.93%
3 Technology 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.15M 1.07%
+41,945
27
$3.05M 1.04%
+118,983
28
$3.01M 1.03%
+147,822
29
$2.37M 0.81%
+55,109
30
$2.36M 0.8%
+15,133
31
$1.63M 0.56%
+22,705
32
$1.55M 0.53%
+29,973
33
$1.47M 0.5%
+87,830
34
$665K 0.23%
+66,032
35
$647K 0.22%
+21,372
36
$480K 0.16%
+19,431
37
$444K 0.15%
+22,082
38
$249K 0.08%
+5,387
1
2