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
526
$168K 0.01%
+20,815
527
$166K 0.01%
1,794
+1,691
528
$165K 0.01%
+922
529
$163K 0.01%
3,306
+1,659
530
$162K 0.01%
+15,449
531
$162K 0.01%
+1,696
532
$162K 0.01%
+3,000
533
$161K 0.01%
1,200
-9,170
534
$161K 0.01%
+1,524
535
$158K 0.01%
+13,914
536
$157K 0.01%
+5,600
537
$156K 0.01%
6,402
+2,562
538
$156K 0.01%
+867
539
$156K 0.01%
+2,128
540
$154K 0.01%
+4,600
541
$154K 0.01%
+1,574
542
$153K 0.01%
+71,682
543
$152K 0.01%
+7,273
544
$152K 0.01%
2,944
+1,103
545
$151K 0.01%
8,730
+5,555
546
$151K 0.01%
+1,420
547
$150K 0.01%
+5,396
548
$149K 0.01%
+2,500
549
$149K 0.01%
+1,342
550
$148K 0.01%
1,542
+1,538
20 21
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