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
801
$48K ﹤0.01%
+3,937
802
$48K ﹤0.01%
+434
803
$48K ﹤0.01%
+3,795
804
$48K ﹤0.01%
37,059
+34,830
805
$47K ﹤0.01%
474
-261
806
$47K ﹤0.01%
3,309
807
$46K ﹤0.01%
+355
808
$46K ﹤0.01%
+2,120
809
$46K ﹤0.01%
6,170
810
$46K ﹤0.01%
+2,067
811
$45K ﹤0.01%
+479
812
$45K ﹤0.01%
+3,600
813
$45K ﹤0.01%
+4,505
814
$45K ﹤0.01%
+1,094
815
$45K ﹤0.01%
+329
816
$44K ﹤0.01%
176
-495
817
$44K ﹤0.01%
3,511
+1,137
818
$44K ﹤0.01%
+484
819
$44K ﹤0.01%
+19,177
820
$43K ﹤0.01%
+1,278
821
$43K ﹤0.01%
+653
822
$43K ﹤0.01%
+548
823
$43K ﹤0.01%
12,678
824
$43K ﹤0.01%
+2,399
825
$42K ﹤0.01%
+4,944
31 32
33
34 35