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
476
$216K 0.01%
5,647
+4,866
477
$216K 0.01%
+16,272
478
$213K 0.01%
83,761
+22,493
479
$212K 0.01%
+5,193
480
$209K 0.01%
+1,142
481
$209K 0.01%
8,305
+8,130
482
$209K 0.01%
+1,046
483
$207K 0.01%
2,622
+944
484
$207K 0.01%
+6,079
485
$207K 0.01%
+11,994
486
$206K 0.01%
13,209
+2,730
487
$206K 0.01%
+1,647
488
$206K 0.01%
20,482
-7,891
489
$206K 0.01%
+5,000
490
$204K 0.01%
15,849
+11,660
491
$204K 0.01%
1,477
+824
492
$198K 0.01%
+2,283
493
$195K 0.01%
+2,035
494
$195K 0.01%
9,737
-2,010
495
$194K 0.01%
+913
496
$193K 0.01%
+21,556
497
$192K 0.01%
3,176
-754
498
$191K 0.01%
+32,033
499
$189K 0.01%
1,200
+619
500
$189K 0.01%
+13,300
18 19
20
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