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
551
$147K 0.01%
3,961
+2,870
552
$146K 0.01%
194,164
-76,536
553
$145K 0.01%
+1,857
554
$145K 0.01%
1,456
+306
555
$145K 0.01%
+786
556
$145K 0.01%
+2,523
557
$145K 0.01%
1,984
+594
558
$144K 0.01%
2,275
559
$143K 0.01%
5,796
+1,339
560
$143K 0.01%
+13,900
561
$142K 0.01%
8,622
+4,195
562
$142K 0.01%
+8,800
563
$141K 0.01%
+1,199
564
$141K 0.01%
+4,776
565
$141K 0.01%
+118,393
566
$140K 0.01%
1,166
-1,950
567
$140K 0.01%
3,830
+2,119
568
$139K 0.01%
+11,451
569
$139K 0.01%
14,392
+13,213
570
$139K 0.01%
899
+891
571
$138K 0.01%
2,443
+1,364
572
$138K 0.01%
276
+86
573
$138K 0.01%
+15,000
574
$138K 0.01%
+738
575
$136K 0.01%
4,353
+3,847
21 22
23
24 25