PCM

Prana Capital Management Portfolio holdings

AUM $2.76B
1-Year Est. Return 15.44%
This Quarter Est. Return
1 Year Est. Return
+15.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$462M
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$30.9M
2 +$20.9M
3 +$20.8M
4
GS icon
Goldman Sachs
GS
+$16.3M
5
VOYA icon
Voya Financial
VOYA
+$16M

Top Sells

1 +$24.4M
2 +$16.4M
3 +$11.7M
4
ORI icon
Old Republic International
ORI
+$11.6M
5
AXP icon
American Express
AXP
+$11.1M

Sector Composition

1 Financials 70.11%
2 Technology 17.09%
3 Communication Services 6.88%
4 Industrials 4.43%
5 Real Estate 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-78,300
52
-331,814
53
-556,658
54
-300,123
55
-33,229
56
-110,807