PCM
Prana Capital Management Portfolio holdings
AUM
$3B
1-Year Est. Return
8.63%
1 Year Est. Return
+8.63%
AUM
$2.76B
AUM Growth
+$304M
(+12%)
Holding
130
Top Buys
| 1 | +$94.5M | |
| 2 | +$77.7M | |
| 3 | +$60.9M | |
| 4 |
Chubb
CB
|
+$54.3M |
| 5 |
Truist Financial
TFC
|
+$48.6M |
Top Sells
| 1 | +$110M | |
| 2 | +$46.2M | |
| 3 | +$44.7M | |
| 4 |
American Express
AXP
|
+$40.1M |
| 5 |
Intercontinental Exchange
ICE
|
+$38.1M |
Sector Composition
| 1 | Financials | 83.81% |
| 2 | Technology | 5.17% |
| 3 | Consumer Discretionary | 3.9% |
| 4 | Real Estate | 3.78% |
| 5 | Industrials | 1.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Ryan Specialty Holdings
RYAN
$6.54B
| – | – |
-127,364
|
|
||
127
Charles Schwab
SCHW
$178B
| – | – |
-256,305
|
|
||
128
TPG
TPG
$10.2B
| – | – |
-161,967
|
|
||
129
Unum
UNM
$13.4B
| – | – |
-108,444
|
|
||
130
Voya Financial
VOYA
$7.49B
| – | – |
-201,137
|
|