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
576
$135K 0.01%
+604
577
$135K 0.01%
2,840
-114
578
$134K 0.01%
10,488
+2,980
579
$134K 0.01%
+4,956
580
$134K 0.01%
16,500
-9,550
581
$132K 0.01%
5,067
+2,568
582
$131K 0.01%
+10,282
583
$131K 0.01%
+3,200
584
$130K 0.01%
+71,702
585
$130K 0.01%
+1,173
586
$130K 0.01%
1,400
-1,216
587
$129K 0.01%
3,956
+448
588
$128K 0.01%
+951
589
$128K 0.01%
6,645
+2,485
590
$126K 0.01%
2,493
+2,110
591
$126K 0.01%
+722
592
$126K 0.01%
+4,160
593
$126K 0.01%
6,354
-2,100
594
$124K 0.01%
+1,246
595
$123K 0.01%
1,427
+781
596
$123K 0.01%
+1,002
597
$123K 0.01%
1,464
-1,220
598
$123K 0.01%
1,634
-79
599
$123K 0.01%
11,547
+7,840
600
$123K 0.01%
+4,189
22 23
24
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