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
$1.46B
AUM Growth
+$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,478
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.9M
3
+$10.1M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$6.32M
5
MRCY icon
Mercury Systems
MRCY
+$6.09M

Top Sells

1
+$14.3M
2
+$12.5M
3
+$11.2M
4
SPLK
Splunk Inc
SPLK
+$11.1M
5
LI icon
Li Auto
LI
+$10.8M

Sector Composition

1 Technology 18.54%
2 Consumer Discretionary 13.5%
3 Healthcare 12.85%
4 Industrials 12.57%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$425K 0.02%
10,827
-5,335
627
$424K 0.02%
14,525
+7,841
628
$424K 0.02%
+25,477
629
$422K 0.02%
+4,200
630
$422K 0.02%
+9,215
631
$421K 0.02%
+4,206
632
$419K 0.02%
+2,605
633
$417K 0.02%
4,665
+1,564
634
$416K 0.02%
+11,227
635
$416K 0.02%
+6,316
636
$414K 0.02%
+22,723
637
$413K 0.02%
12,564
+2,053
638
$413K 0.02%
25,899
-26,408
639
$413K 0.02%
+12,331
640
$412K 0.02%
9,088
-2,174
641
$412K 0.02%
+16,498
642
$412K 0.02%
1,568
+17
643
$410K 0.02%
23,203
+4,979
644
$410K 0.02%
+11,591
645
$409K 0.02%
33,878
-4,537
646
$408K 0.02%
5,631
-1,074
647
$408K 0.02%
+5,669
648
$407K 0.02%
+20,764
649
$406K 0.02%
+1,227
650
$405K 0.02%
+2,795
24 25
26
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