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
626
$253K 0.02%
4,492
-548
627
$252K 0.02%
+2,720
628
$252K 0.02%
3,894
-869
629
$251K 0.02%
3,534
-632
630
$251K 0.02%
+19,704
631
$251K 0.02%
+2,728
632
$251K 0.02%
5,000
633
$250K 0.02%
2,087
-328
634
$250K 0.02%
+32,480
635
$249K 0.02%
4,610
-3,770
636
$249K 0.02%
+6,421
637
$249K 0.02%
+9,818
638
$249K 0.02%
+4,816
639
$248K 0.02%
+7,104
640
$248K 0.02%
+7,872
641
$248K 0.02%
2,564
-1,462
642
$248K 0.02%
+8,321
643
$247K 0.02%
4,309
-1,002
644
$246K 0.02%
+17,217
645
$245K 0.02%
557
-1,313
646
$245K 0.02%
9,390
-5,900
647
$244K 0.02%
+13,591
648
$243K 0.02%
+2,005
649
$242K 0.02%
+1,151
650
$241K 0.02%
+10,067
24 25
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