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
426
$261K 0.01%
+9,731
427
$260K 0.01%
30,000
428
$260K 0.01%
+2,104
429
$258K 0.01%
2,888
-37,977
430
$258K 0.01%
15,300
-3,500
431
$257K 0.01%
+705
432
$256K 0.01%
+4,129
433
$255K 0.01%
12,258
-58,152
434
$255K 0.01%
7,243
+5,953
435
$255K 0.01%
+3,361
436
$254K 0.01%
15,525
-25,961
437
$253K 0.01%
+6,032
438
$252K 0.01%
+9,402
439
$252K 0.01%
+1,890
440
$250K 0.01%
+27,849
441
$249K 0.01%
3,169
+2,042
442
$249K 0.01%
966
-498
443
$248K 0.01%
22,826
+22,678
444
$248K 0.01%
+5,162
445
$247K 0.01%
+7,236
446
$246K 0.01%
+5,393
447
$245K 0.01%
29,416
-7,698
448
$244K 0.01%
+2,000
449
$242K 0.01%
26,061
+25,701
450
$241K 0.01%
4,664
+1,914
16 17
18
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