PCM

Prelude Capital Management Portfolio holdings

AUM $1.02B
1-Year Est. Return 30.93%
This Quarter Est. Return
1 Year Est. Return
+30.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,478
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.9M
3
+$10.1M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$6.32M
5
MRCY icon
Mercury Systems
MRCY
+$6.09M

Top Sells

1
+$14.3M
2
+$12.5M
3
+$11.2M
4
SPLK
Splunk Inc
SPLK
+$11.1M
5
LI icon
Li Auto
LI
+$10.8M

Sector Composition

1 Technology 18.54%
2 Consumer Discretionary 13.5%
3 Healthcare 12.85%
4 Industrials 12.57%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.51M 0.08%
13,253
-12,782
277
$1.51M 0.08%
96,198
+29,987
278
$1.51M 0.08%
22,363
-1,766
279
$1.5M 0.08%
4,187
+2,788
280
$1.48M 0.08%
39,115
+15,531
281
$1.48M 0.08%
230,000
+106,076
282
$1.47M 0.08%
123,216
+84,443
283
$1.47M 0.08%
+1,518
284
$1.47M 0.08%
91,663
+11,710
285
$1.46M 0.08%
7,129
+4,520
286
$1.46M 0.08%
110,159
+17,410
287
$1.45M 0.08%
42,749
+29,996
288
$1.45M 0.08%
39,618
+22,853
289
$1.44M 0.08%
48,502
+22,140
290
$1.43M 0.08%
118,298
+76,163
291
$1.39M 0.07%
133,065
-1,629
292
$1.39M 0.07%
4,268
-2,252
293
$1.38M 0.07%
60,999
-12,759
294
$1.38M 0.07%
6,867
+2,106
295
$1.37M 0.07%
120,488
-67,850
296
$1.37M 0.07%
8,085
-6,624
297
$1.36M 0.07%
9,878
+3,035
298
$1.36M 0.07%
41,950
+35,700
299
$1.36M 0.07%
34,983
+13,956
300
$1.35M 0.07%
520,715
+52,123
10 11
12
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