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
501
$343K 0.02%
15,568
-9,581
502
$339K 0.02%
675
-66
503
$337K 0.02%
9,152
-5,144
504
$337K 0.02%
28,452
-207
505
$335K 0.02%
2,451
+577
506
$335K 0.02%
9,123
+1,837
507
$333K 0.02%
7,023
-6,036
508
$333K 0.02%
4,822
-11,178
509
$332K 0.02%
1,542
+87
510
$332K 0.02%
+2,896
511
$330K 0.02%
1,610
+284
512
$329K 0.02%
24,631
-10,173
513
$328K 0.02%
19,041
+3,764
514
$327K 0.02%
5,800
-703
515
$327K 0.02%
28,103
-6,404
516
$326K 0.02%
+17,890
517
$325K 0.02%
31,330
+15,297
518
$324K 0.02%
+12,100
519
$322K 0.02%
+2,203
520
$321K 0.02%
+1,670
521
$321K 0.02%
973
+39
522
$321K 0.02%
+12,625
523
$320K 0.02%
1,745
-635
524
$320K 0.02%
233,218
-5,110
525
$319K 0.02%
3,579
-853
19 20
21
22 23