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
776
$55K ﹤0.01%
+2,982
777
$55K ﹤0.01%
+1,256
778
$55K ﹤0.01%
1,384
-760
779
$55K ﹤0.01%
+5,169
780
$54K ﹤0.01%
860
+845
781
$54K ﹤0.01%
+6,915
782
$54K ﹤0.01%
+1,811
783
$54K ﹤0.01%
+1,856
784
$54K ﹤0.01%
15,657
+861
785
$53K ﹤0.01%
2,632
-3,521
786
$53K ﹤0.01%
+2,855
787
$52K ﹤0.01%
+457
788
$52K ﹤0.01%
+298
789
$51K ﹤0.01%
+1,054
790
$51K ﹤0.01%
1,396
-2,136
791
$51K ﹤0.01%
+2,020
792
$51K ﹤0.01%
+3,826
793
$50K ﹤0.01%
2,068
-8,320
794
$50K ﹤0.01%
+1,011
795
$50K ﹤0.01%
+1,272
796
$50K ﹤0.01%
+17,900
797
$50K ﹤0.01%
+2,105
798
$49K ﹤0.01%
788
+432
799
$49K ﹤0.01%
+2,189
800
$49K ﹤0.01%
864
+334
30 31
32
33 34