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
726
$71K ﹤0.01%
2,505
+2,227
727
$70K ﹤0.01%
6,397
+2,419
728
$69K ﹤0.01%
1,217
+888
729
$69K ﹤0.01%
+5,513
730
$68K ﹤0.01%
+6,110
731
$68K ﹤0.01%
+396
732
$68K ﹤0.01%
1,765
+1,551
733
$68K ﹤0.01%
1,801
+1,107
734
$67K ﹤0.01%
927
+306
735
$67K ﹤0.01%
+466
736
$67K ﹤0.01%
+848
737
$67K ﹤0.01%
2,609
-748
738
$67K ﹤0.01%
+654
739
$67K ﹤0.01%
+3,721
740
$67K ﹤0.01%
+2,655
741
$66K ﹤0.01%
7,381
+1,026
742
$66K ﹤0.01%
+852
743
$66K ﹤0.01%
+956
744
$65K ﹤0.01%
1,746
+879
745
$65K ﹤0.01%
+3,815
746
$65K ﹤0.01%
4,115
+1,359
747
$65K ﹤0.01%
2,544
+2,291
748
$65K ﹤0.01%
235
+202
749
$64K ﹤0.01%
1,727
-518
750
$64K ﹤0.01%
+3,600
28 29
30
31 32