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
626
$110K 0.01%
+6,000
627
$110K 0.01%
+2,008
628
$110K 0.01%
429
-7,459
629
$109K 0.01%
+571
630
$109K 0.01%
+2,282
631
$109K 0.01%
5,823
-22,332
632
$108K 0.01%
+5,448
633
$108K 0.01%
+1,543
634
$108K 0.01%
+508
635
$108K 0.01%
655
-251
636
$107K 0.01%
3,737
+2,228
637
$107K 0.01%
+6,000
638
$107K 0.01%
6,992
+1,129
639
$107K 0.01%
+358
640
$107K 0.01%
+4,484
641
$106K 0.01%
+3,855
642
$106K 0.01%
+13,000
643
$104K 0.01%
9,604
+463
644
$104K 0.01%
+1,744
645
$103K 0.01%
+1,436
646
$102K 0.01%
2,823
-1,703
647
$102K 0.01%
4,550
648
$102K 0.01%
+4,586
649
$102K 0.01%
+2,650
650
$102K 0.01%
+1,739
24 25
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