PCM

Prelude Capital Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 44.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,478
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.9M
3
+$10.1M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$6.32M
5
MRCY icon
Mercury Systems
MRCY
+$6.09M

Top Sells

1
+$14.3M
2
+$12.5M
3
+$11.2M
4
SPLK
Splunk Inc
SPLK
+$11.1M
5
LI icon
Li Auto
LI
+$10.8M

Sector Composition

1 Technology 18.5%
2 Consumer Discretionary 13.5%
3 Healthcare 12.85%
4 Industrials 12.59%
5 Energy 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$337K 0.02%
2,044
+545
752
$336K 0.02%
+2,009
753
$336K 0.02%
3,935
+743
754
$335K 0.02%
+5,339
755
$334K 0.02%
+5,035
756
$334K 0.02%
+932
757
$332K 0.02%
2,388
-3,618
758
$331K 0.02%
3,411
-3,138
759
$330K 0.02%
+17,316
760
$329K 0.02%
23,188
+11,143
761
$329K 0.02%
7,074
+2,212
762
$328K 0.02%
+1,454
763
$326K 0.02%
23,604
+13,004
764
$326K 0.02%
6,800
+1,832
765
$325K 0.02%
4,700
-9,700
766
$325K 0.02%
2,763
+380
767
$323K 0.02%
+4,950
768
$323K 0.02%
8,934
-2,357
769
$322K 0.02%
4,835
-450
770
$322K 0.02%
2,619
-1,426
771
$321K 0.02%
8,153
+3,288
772
$320K 0.02%
16,211
+2,085
773
$319K 0.02%
40,273
+4,600
774
$319K 0.02%
+4,639
775
$319K 0.02%
3,408
-800
29 30
31
32 33