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
651
$102K 0.01%
+1,955
652
$102K 0.01%
+1,031
653
$101K 0.01%
5,978
+2,059
654
$101K 0.01%
+1,153
655
$101K 0.01%
+1,546
656
$100K 0.01%
+1,630
657
$99K 0.01%
15,301
-84,301
658
$98K 0.01%
9,749
+1,514
659
$97K 0.01%
4,154
+2,451
660
$97K 0.01%
606
-77
661
$97K 0.01%
+954
662
$97K 0.01%
14,631
-8,158
663
$96K 0.01%
8,768
-420
664
$96K 0.01%
+22,524
665
$96K 0.01%
3,911
-1,728
666
$95K 0.01%
3,220
+20
667
$94K 0.01%
8,309
+7,124
668
$94K 0.01%
556
-232
669
$93K 0.01%
+1,431
670
$93K 0.01%
+14,329
671
$91K 0.01%
17,540
-25,315
672
$90K 0.01%
+17,694
673
$89K ﹤0.01%
+3,500
674
$89K ﹤0.01%
1,319
+482
675
$88K ﹤0.01%
+1,124
25 26
27
28 29