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
701
$214K 0.01%
+4,910
702
$214K 0.01%
8,237
+62
703
$214K 0.01%
3,096
-2,818
704
$214K 0.01%
+2,555
705
$214K 0.01%
+1,096
706
$213K 0.01%
+10,917
707
$213K 0.01%
31,804
-3,650
708
$213K 0.01%
+11,232
709
$213K 0.01%
+6,421
710
$212K 0.01%
30,000
711
$212K 0.01%
+3,915
712
$212K 0.01%
+4,940
713
$212K 0.01%
+6,180
714
$212K 0.01%
5,286
-1,239
715
$212K 0.01%
+3,010
716
$211K 0.01%
3,679
-1,214
717
$210K 0.01%
+12,076
718
$209K 0.01%
+15,311
719
$209K 0.01%
+21,862
720
$208K 0.01%
+1,124
721
$207K 0.01%
41,395
+23,695
722
$207K 0.01%
+20,000
723
$206K 0.01%
+4,166
724
$205K 0.01%
+2,452
725
$204K 0.01%
+6,000
27 28
29
30 31