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PCM

Prana Capital Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 2.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-2.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$43.4M
3
+$40.3M
4
WFC icon
Wells Fargo
WFC
+$35.5M
5
ADP icon
Automatic Data Processing
ADP
+$33.3M

Top Sells

1
+$57.8M
2
+$48.1M
3
+$45.2M
4
USB icon
US Bancorp
USB
+$44.4M
5
ELV icon
Elevance Health
ELV
+$29.2M

Sector Composition

1 Financials 76.65%
2 Technology 8.15%
3 Industrials 5.31%
4 Healthcare 4.36%
5 Real Estate 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-25,288
102
– –
-48,250
103
– –
-3,109
104
– –
-10,457
105
– –
-59,362
106
– –
-118,829
107
– –
-40,347
108
– –
-10,010
109
– –
-106,207
110
– –
-175,267
111
– –
-4,098
112
– –
-2,465
113
– –
-33,874
114
– –
-393,785
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5