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
676
$88K ﹤0.01%
+833
677
$88K ﹤0.01%
3,469
+1,618
678
$88K ﹤0.01%
900
-6,234
679
$87K ﹤0.01%
+1,518
680
$87K ﹤0.01%
+5,500
681
$86K ﹤0.01%
+2,062
682
$86K ﹤0.01%
3,331
+2,521
683
$86K ﹤0.01%
+3,642
684
$86K ﹤0.01%
7,502
+1,000
685
$85K ﹤0.01%
+950
686
$84K ﹤0.01%
+2,256
687
$84K ﹤0.01%
+967
688
$84K ﹤0.01%
+4,256
689
$83K ﹤0.01%
+1,414
690
$83K ﹤0.01%
2,043
+1,793
691
$83K ﹤0.01%
+1,935
692
$81K ﹤0.01%
1,228
-761
693
$81K ﹤0.01%
+3,637
694
$81K ﹤0.01%
+158
695
$80K ﹤0.01%
3,014
-1,700
696
$80K ﹤0.01%
+3,416
697
$79K ﹤0.01%
+485
698
$79K ﹤0.01%
176
+13
699
$79K ﹤0.01%
1,188
+1,080
700
$79K ﹤0.01%
+1,448
26 27
28
29 30