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
551
$299K 0.02%
+3,139
552
$299K 0.02%
1,206
+146
553
$298K 0.02%
+16,509
554
$298K 0.02%
+33,331
555
$297K 0.02%
20,000
-237,552
556
$297K 0.02%
+25,503
557
$296K 0.02%
1,491
-70
558
$296K 0.02%
9,069
+1,767
559
$296K 0.02%
+2,058
560
$295K 0.02%
3,996
-3,906
561
$294K 0.02%
+12,772
562
$293K 0.02%
+5,537
563
$293K 0.02%
+9,891
564
$293K 0.02%
+13,448
565
$292K 0.02%
608
+7
566
$292K 0.02%
+10,883
567
$292K 0.02%
+12,194
568
$291K 0.02%
+14,946
569
$290K 0.02%
+1,984
570
$290K 0.02%
+32,416
571
$289K 0.02%
+991
572
$287K 0.02%
11,338
-862
573
$287K 0.02%
+841
574
$286K 0.02%
+8,283
575
$286K 0.02%
+4,568
21 22
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