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
$1.47B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$62.7M
2 +$45.7M
3 +$33.9M
4
LNC icon
Lincoln National
LNC
+$31.5M
5
ELV icon
Elevance Health
ELV
+$31.3M

Top Sells

1 +$34.5M
2 +$28.2M
3 +$24.8M
4
ALL icon
Allstate
ALL
+$20.9M
5
BEN icon
Franklin Resources
BEN
+$20.2M

Sector Composition

1 Financials 79.34%
2 Technology 8.65%
3 Healthcare 4.74%
4 Industrials 2.72%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-29,184
102
-36,928
103
-3,009
104
-34,056
105
-3,838