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
$1.3B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,524
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$6.7M
3
+$5.7M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$5.57M
5
LI icon
Li Auto
LI
+$5.54M

Top Sells

1
+$11.1M
2
+$8.77M
3
+$8.61M
4
HLIT icon
Harmonic Inc
HLIT
+$8.42M
5
NTES icon
NetEase
NTES
+$7.33M

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 12.2%
3 Healthcare 12.09%
4 Industrials 10.82%
5 Communication Services 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.14M 0.07%
+15,821
302
$1.13M 0.07%
1,189
+749
303
$1.13M 0.07%
17,790
+720
304
$1.12M 0.07%
4,039
-3,979
305
$1.12M 0.07%
+183,500
306
$1.11M 0.07%
41,857
+16,022
307
$1.11M 0.07%
23,327
+10,077
308
$1.11M 0.07%
22,699
+9,583
309
$1.11M 0.07%
34,662
+19,393
310
$1.11M 0.07%
10,543
-20,478
311
$1.11M 0.07%
12,621
+1,038
312
$1.1M 0.07%
+5,566
313
$1.1M 0.07%
77,804
+56,847
314
$1.1M 0.07%
+24,977
315
$1.09M 0.07%
+4,636
316
$1.09M 0.07%
46,261
+43,691
317
$1.09M 0.07%
6,433
+2,152
318
$1.09M 0.07%
27,878
+5,983
319
$1.06M 0.06%
13,989
-6,221
320
$1.06M 0.06%
107,360
+96,962
321
$1.06M 0.06%
+31,285
322
$1.06M 0.06%
+5,910
323
$1.05M 0.06%
+203,200
324
$1.05M 0.06%
9,610
+3,288
325
$1.05M 0.06%
+20,850
11 12
13
14 15