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
401
$298K 0.02%
+3,475
402
$296K 0.02%
3,650
+2,936
403
$296K 0.02%
+20,146
404
$292K 0.02%
13,407
-11,812
405
$289K 0.02%
5,110
+4,800
406
$288K 0.02%
+132,202
407
$279K 0.02%
4,115
+2,540
408
$278K 0.02%
+38,500
409
$278K 0.02%
+9,435
410
$277K 0.02%
44,346
-12,554
411
$276K 0.02%
+8,301
412
$275K 0.02%
32,237
+29,092
413
$275K 0.02%
+5,408
414
$272K 0.02%
+5,311
415
$271K 0.01%
3,399
+2,952
416
$269K 0.01%
+8,618
417
$268K 0.01%
+4,593
418
$268K 0.01%
26,806
419
$267K 0.01%
+6,889
420
$265K 0.01%
7,310
+7,040
421
$264K 0.01%
+10,909
422
$264K 0.01%
+42,000
423
$263K 0.01%
6,594
+1,833
424
$262K 0.01%
11,103
+8,634
425
$261K 0.01%
+2,820
15 16
17
18 19