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
$632M
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,889
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$8.38M
3
+$7.02M
4
AVGO icon
Broadcom
AVGO
+$5.75M
5
PTLA
Portola Pharmaceuticals, Inc.
PTLA
+$4.67M

Top Sells

1
+$16.1M
2
+$11.4M
3
+$11.3M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$10.3M
5
MU icon
Micron Technology
MU
+$9.51M

Sector Composition

1 Technology 20.09%
2 Consumer Discretionary 14.44%
3 Healthcare 9.84%
4 Financials 8.51%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$365K 0.02%
+2,630
352
$364K 0.02%
+4,950
353
$362K 0.02%
4,924
-1,579
354
$360K 0.02%
+1,268
355
$357K 0.02%
+75,000
356
$357K 0.02%
1,978
+1,442
357
$356K 0.02%
1,331
-1,045
358
$356K 0.02%
+5,397
359
$354K 0.02%
+8,502
360
$352K 0.02%
20,124
-9,261
361
$350K 0.02%
+5,361
362
$349K 0.02%
+5,453
363
$348K 0.02%
12,647
+10,385
364
$347K 0.02%
5,559
+3,188
365
$347K 0.02%
+16,027
366
$346K 0.02%
+27,416
367
$346K 0.02%
+27,976
368
$345K 0.02%
1,173
-11,750
369
$344K 0.02%
6,782
+1,182
370
$341K 0.02%
+12,930
371
$341K 0.02%
6,483
+924
372
$338K 0.02%
6,750
+896
373
$335K 0.02%
27,795
+7,927
374
$334K 0.02%
20,812
+2,179
375
$333K 0.02%
47,649
+20,920
13 14
15
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