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
426
$459K 0.03%
43,000
-87,000
427
$459K 0.03%
+85,522
428
$459K 0.03%
42,142
+17,046
429
$458K 0.03%
+7,332
430
$457K 0.03%
8,887
-13,949
431
$455K 0.03%
53,383
+34,400
432
$453K 0.03%
+2,460
433
$453K 0.03%
3,856
+892
434
$451K 0.03%
+14,975
435
$451K 0.03%
4,736
-76
436
$450K 0.03%
9,357
-4,098
437
$447K 0.03%
+133,342
438
$445K 0.03%
42,000
439
$445K 0.03%
1,459
+609
440
$444K 0.03%
+3,789
441
$444K 0.03%
34,123
-7,885
442
$443K 0.03%
3,433
+364
443
$442K 0.03%
5,200
-165
444
$435K 0.03%
+2,624
445
$434K 0.03%
70,043
+1,590
446
$433K 0.03%
14,072
+5,168
447
$433K 0.03%
975
+282
448
$432K 0.03%
+4,572
449
$428K 0.03%
40,000
450
$425K 0.03%
40,000
16 17
18
19 20