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
51
$4.76M 0.31%
270,583
-162,370
52
$4.62M 0.3%
88,435
+44,375
53
$4.61M 0.3%
187,891
+59,750
54
$4.54M 0.3%
142,361
-21,987
55
$4.53M 0.29%
96,748
+974
56
$4.31M 0.28%
78,728
-25,587
57
$4.3M 0.28%
138,488
+1,061
58
$4.21M 0.27%
17,000
+13,398
59
$4.12M 0.27%
49,198
-20,486
60
$4.08M 0.27%
9,380
-727
61
$3.97M 0.26%
102,848
-6,784
62
$3.96M 0.26%
5,055
-1,045
63
$3.94M 0.26%
104,220
+4,037
64
$3.93M 0.26%
29,567
+17,243
65
$3.84M 0.25%
71,050
+10,997
66
$3.83M 0.25%
184,292
+38,756
67
$3.79M 0.25%
127,854
-57,272
68
$3.71M 0.24%
+219,643
69
$3.67M 0.24%
476,710
+91,183
70
$3.65M 0.24%
101,607
+33,059
71
$3.62M 0.24%
96,605
-18,087
72
$3.6M 0.23%
52,044
-17,012
73
$3.57M 0.23%
29,336
+13,974
74
$3.54M 0.23%
307,718
+84,379
75
$3.47M 0.23%
54,192
-47,430
1 2
3
4 5