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
$1.2B
AUM Growth
-$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,434
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.86M
3
+$7.51M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.42M
5
MU icon
Micron Technology
MU
+$6.83M

Top Sells

1
+$68.7M
2
+$65.7M
3
+$29.4M
4
CVII
Churchill Capital Corp VII Class A Common Stock
CVII
+$15.3M
5
BABA icon
Alibaba
BABA
+$10.3M

Sector Composition

1 Technology 18.06%
2 Consumer Discretionary 14.97%
3 Healthcare 11.57%
4 Industrials 11.2%
5 Financials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$588K 0.04%
+8,696
352
$580K 0.04%
22,918
+7,049
353
$573K 0.04%
22,415
-7,913
354
$571K 0.04%
6,400
-1,600
355
$568K 0.04%
1,990
-4,338
356
$565K 0.04%
11,818
+45
357
$564K 0.04%
38,668
+19,453
358
$562K 0.04%
14,707
-2,531
359
$560K 0.04%
+9,984
360
$559K 0.04%
+11,454
361
$556K 0.04%
+24,664
362
$554K 0.04%
8,751
+95
363
$552K 0.04%
+2,528
364
$545K 0.04%
25,855
-11,201
365
$545K 0.04%
+2,923
366
$542K 0.04%
24,068
-2,330
367
$539K 0.04%
45,707
+25,005
368
$539K 0.04%
5,715
-3,078
369
$539K 0.04%
6,421
+305
370
$536K 0.03%
+49,715
371
$534K 0.03%
+26,622
372
$534K 0.03%
27,320
-2,457
373
$532K 0.03%
33,492
+4,079
374
$530K 0.03%
5,113
-9,411
375
$530K 0.03%
+14,956
13 14
15
16 17