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
$1.15B
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,388
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.4M
3
+$10.8M
4
HES
Hess
HES
+$9.8M
5
VSTS icon
Vestis
VSTS
+$8.68M

Top Sells

1
+$20.8M
2
+$15.7M
3
+$13.1M
4
NEWR
New Relic, Inc.
NEWR
+$11.2M
5
VMW
VMware, Inc
VMW
+$9.66M

Sector Composition

1 Technology 18.65%
2 Consumer Discretionary 15.8%
3 Healthcare 13.27%
4 Industrials 13.2%
5 Energy 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$259K 0.02%
+14,789
702
$259K 0.02%
+3,000
703
$259K 0.02%
5,489
+303
704
$259K 0.02%
+4,570
705
$257K 0.02%
+11,575
706
$257K 0.02%
+14,949
707
$257K 0.02%
+38,984
708
$257K 0.02%
54,649
+14,346
709
$257K 0.02%
+8,513
710
$256K 0.02%
+2,362
711
$256K 0.02%
1,366
-333
712
$256K 0.02%
+28,422
713
$255K 0.02%
1,865
-638
714
$255K 0.02%
+1,536
715
$255K 0.02%
+17,749
716
$254K 0.02%
406
-148
717
$252K 0.02%
+11,100
718
$252K 0.02%
+2,948
719
$251K 0.02%
4,722
-794
720
$249K 0.02%
+14,458
721
$248K 0.02%
8,833
-1,803
722
$247K 0.02%
+5,667
723
$247K 0.02%
+26,774
724
$246K 0.02%
+8,800
725
$245K 0.02%
3,147
-5,474
27 28
29
30 31