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
526
$317K 0.02%
+18,934
527
$316K 0.02%
+3,344
528
$316K 0.02%
40,000
-362,050
529
$315K 0.02%
3,407
+2,616
530
$314K 0.02%
10,639
-700
531
$314K 0.02%
19,538
-11,319
532
$314K 0.02%
4,966
-1,483
533
$313K 0.02%
15,980
+45
534
$311K 0.02%
2,397
-1,470
535
$310K 0.02%
+4,932
536
$310K 0.02%
+5,070
537
$310K 0.02%
+1,341
538
$309K 0.02%
7,720
+810
539
$309K 0.02%
+2,164
540
$309K 0.02%
+3,137
541
$308K 0.02%
670
-1
542
$306K 0.02%
3,281
-313
543
$306K 0.02%
+3,115
544
$305K 0.02%
11,833
+656
545
$305K 0.02%
+16,562
546
$304K 0.02%
15,938
+3,610
547
$303K 0.02%
+2,321
548
$302K 0.02%
50,432
+31,831
549
$301K 0.02%
+26,100
550
$300K 0.02%
+16,000
20 21
22
23 24