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
$1.2B
AUM Growth
-$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,434
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.86M
3
+$7.51M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.42M
5
MU icon
Micron Technology
MU
+$6.83M

Top Sells

1
+$68.7M
2
+$65.7M
3
+$29.4M
4
CVII
Churchill Capital Corp VII Class A Common Stock
CVII
+$15.3M
5
BABA icon
Alibaba
BABA
+$10.3M

Sector Composition

1 Technology 18.06%
2 Consumer Discretionary 14.97%
3 Healthcare 11.57%
4 Industrials 11.2%
5 Financials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$109K 0.01%
25,000
-7,795
802
$109K 0.01%
15,076
-14,704
803
$108K 0.01%
+11,053
804
$107K 0.01%
4,638
-516
805
$106K 0.01%
24,895
-14
806
$105K 0.01%
5,791
+1,205
807
$105K 0.01%
+30,558
808
$105K 0.01%
+16,896
809
$104K 0.01%
+11,033
810
$102K 0.01%
+23,900
811
$101K 0.01%
29,818
-54,124
812
$100K 0.01%
+21,786
813
$99K 0.01%
+17,500
814
$98.4K 0.01%
+10,773
815
$97.4K 0.01%
15,833
+5,408
816
$97.1K 0.01%
1,480
817
$95.1K 0.01%
+14,858
818
$93.5K 0.01%
+34,000
819
$90.1K 0.01%
24,078
-4,422
820
$88.9K 0.01%
12,518
-24,074
821
$88.7K 0.01%
3,620
+1,987
822
$87.1K 0.01%
+28,754
823
$84.7K 0.01%
28,722
-14,235
824
$84K 0.01%
50,000
825
$83.4K 0.01%
+22,237
31 32
33
34 35