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
751
$64K ﹤0.01%
+330
752
$64K ﹤0.01%
+2,240
753
$64K ﹤0.01%
3,101
+1,353
754
$63K ﹤0.01%
5,822
755
$63K ﹤0.01%
5,999
756
$63K ﹤0.01%
+2,983
757
$63K ﹤0.01%
+3,129
758
$63K ﹤0.01%
+262
759
$62K ﹤0.01%
5,857
-7,624
760
$62K ﹤0.01%
+6,405
761
$62K ﹤0.01%
781
+40
762
$62K ﹤0.01%
+1,499
763
$61K ﹤0.01%
6,636
+4,700
764
$61K ﹤0.01%
3,540
+2,207
765
$61K ﹤0.01%
13,587
+10,260
766
$61K ﹤0.01%
+1,468
767
$60K ﹤0.01%
+867
768
$60K ﹤0.01%
+1,591
769
$60K ﹤0.01%
+385
770
$60K ﹤0.01%
2,406
+1,557
771
$59K ﹤0.01%
+5,488
772
$58K ﹤0.01%
+702
773
$56K ﹤0.01%
3,535
+3,435
774
$56K ﹤0.01%
+1,269
775
$55K ﹤0.01%
+1,358
29 30
31
32 33