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
$1.3B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,524
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$6.7M
3
+$5.7M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$5.57M
5
LI icon
Li Auto
LI
+$5.54M

Top Sells

1
+$11.1M
2
+$8.77M
3
+$8.61M
4
HLIT icon
Harmonic Inc
HLIT
+$8.42M
5
NTES icon
NetEase
NTES
+$7.33M

Sector Composition

1 Technology 19.04%
2 Consumer Discretionary 12.2%
3 Healthcare 12.09%
4 Industrials 10.82%
5 Communication Services 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$671K 0.04%
+1,561
452
$671K 0.04%
+57,439
453
$667K 0.04%
10,799
+3,767
454
$662K 0.04%
10,814
+2,365
455
$662K 0.04%
12,954
+7,115
456
$661K 0.04%
+2,054
457
$660K 0.04%
25,171
+10,826
458
$660K 0.04%
+5,018
459
$656K 0.04%
4,320
-588
460
$656K 0.04%
+6,411
461
$651K 0.04%
+10,200
462
$651K 0.04%
3,686
+1,656
463
$647K 0.04%
87,626
+50,626
464
$646K 0.04%
59,559
+5,316
465
$645K 0.04%
12,000
-10,900
466
$642K 0.04%
12,768
-18,407
467
$642K 0.04%
5,390
+3,288
468
$637K 0.04%
5,184
-1,112
469
$636K 0.04%
310
-98
470
$634K 0.04%
27,729
-5,518
471
$633K 0.04%
7,924
+4,884
472
$617K 0.04%
+2,962
473
$614K 0.04%
+19,191
474
$613K 0.04%
+49,900
475
$612K 0.04%
+582
17 18
19
20 21