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
$1.23B
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,890
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$19.8M
3
+$15.4M
4
TMUS icon
T-Mobile US
TMUS
+$11.7M
5
AET
Aetna Inc
AET
+$10.6M

Top Sells

1
+$38.8M
2
+$35.5M
3
+$21.5M
4
DST
DST Systems Inc.
DST
+$17.9M
5
BGC
General Cable Corporation
BGC
+$11.2M

Sector Composition

1 Technology 21.01%
2 Healthcare 12.99%
3 Financials 10.77%
4 Communication Services 9.89%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.81M 0.24%
57,035
+46,835
52
$3.65M 0.23%
26,793
+23,235
53
$3.51M 0.22%
103,959
-65,004
54
$3.49M 0.22%
202,060
-6,440
55
$3.48M 0.22%
55,689
-579
56
$3.46M 0.22%
24,573
-12,570
57
$3.42M 0.22%
112,588
+42,318
58
$3.35M 0.21%
+50,056
59
$3.31M 0.21%
69,099
-124,185
60
$3.29M 0.21%
+66,586
61
$3.19M 0.2%
+68,290
62
$3.15M 0.2%
211,813
-24,598
63
$3.06M 0.19%
+91,344
64
$3.02M 0.19%
60,000
+21,030
65
$3M 0.19%
+59,514
66
$2.98M 0.19%
+92,644
67
$2.91M 0.18%
95,973
+1,325
68
$2.86M 0.18%
136,959
-38,722
69
$2.85M 0.18%
43,644
+14,997
70
$2.85M 0.18%
46,204
+2,268
71
$2.77M 0.18%
80,160
+64,910
72
$2.76M 0.17%
99,974
+59,661
73
$2.74M 0.17%
11,164
-960
74
$2.73M 0.17%
20,553
+17,785
75
$2.68M 0.17%
21,399
+9,596
1 2
3
4 5