PCM

Prana Capital Management Portfolio holdings

AUM $2.76B
1-Year Est. Return 6.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$90M
2
+$51.3M
3
+$43.5M
4
SPGI icon
S&P Global
SPGI
+$40.8M
5
GPN icon
Global Payments
GPN
+$36.4M

Top Sells

1
+$47.6M
2
+$45.4M
3
+$38.5M
4
CB icon
Chubb
CB
+$33.8M
5
WFC icon
Wells Fargo
WFC
+$33.6M

Sector Composition

1 Financials 76.47%
2 Consumer Discretionary 8.51%
3 Technology 6.1%
4 Industrials 5.58%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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