PCM
Prana Capital Management Portfolio holdings
AUM
$3B
1-Year Est. Return
8.63%
1 Year Est. Return
+8.63%
AUM
$3B
AUM Growth
+$234M
(+8.5%)
Holding
136
Top Buys
| 1 | +$91M | |
| 2 | +$89.7M | |
| 3 | +$56.6M | |
| 4 |
Intuit
INTU
|
+$47.6M |
| 5 |
Nasdaq
NDAQ
|
+$47.2M |
Top Sells
| 1 | +$113M | |
| 2 | +$100M | |
| 3 | +$63.1M | |
| 4 |
Morgan Stanley
MS
|
+$46.1M |
| 5 |
American Express
AXP
|
+$38.9M |
Sector Composition
| 1 | Financials | 81.99% |
| 2 | Technology | 6.19% |
| 3 | Consumer Discretionary | 5.1% |
| 4 | Real Estate | 2.51% |
| 5 | Industrials | 2.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Raymond James Financial
RJF
$30.6B
| – | – |
0
|
|
||
127
S&P Global
SPGI
$149B
| – | – |
-32,359
|
|
||
128
State Street
STT
$33.2B
| – | – |
-279,577
|
|
||
129
TransUnion
TRU
$16B
| – | – |
-249,132
|
|
||
130
Universal Health Services
UHS
$14.9B
| – | – |
-9,274
|
|
||
131
UnitedHealth
UNH
$294B
| – | – |
-24,737
|
|
||
132
Union Pacific
UNP
$138B
| – | – |
-4,430
|
|
||
133
Webster Financial
WBS
$9.74B
| – | – |
-3,826
|
|
||
134
Waste Management
WM
$86.4B
| – | – |
-66,874
|
|
||
135
Walmart
WMT
$896B
| – | – |
-8,224
|
|
||
136
Willis Towers Watson
WTW
$30.2B
| – | – |
-327,485
|
|