PCM

Prana Capital Management Portfolio holdings

AUM $3B
1-Year Est. Return 8.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$734M
AUM Growth
+$391M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$42.8M
3
+$35.9M
4
FISV
Fiserv Inc
FISV
+$28.5M
5
ADP icon
Automatic Data Processing
ADP
+$27.8M

Top Sells

1
+$17.2M
2
+$12.8M
3
+$11.6M
4
SSNC icon
SS&C Technologies
SSNC
+$9.82M
5
CB icon
Chubb
CB
+$8.87M

Sector Composition

1 Financials 72.99%
2 Technology 14.56%
3 Industrials 4.75%
4 Communication Services 3.48%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
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