PCM

Prelude Capital Management Portfolio holdings

AUM $1.36B
1-Year Est. Return 49.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,434
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14M
3
+$13.8M
4
CYBR
CyberArk
CYBR
+$12.6M
5
NSC icon
Norfolk Southern
NSC
+$11.7M

Top Sells

1
+$13.2M
2
+$12.9M
3
+$11.9M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$10M
5
AMED
Amedisys
AMED
+$8.89M

Sector Composition

1 Technology 21.44%
2 Communication Services 11.42%
3 Healthcare 11.12%
4 Consumer Discretionary 10.35%
5 Financials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMM icon
851
3M
MMM
$74.3B
$237K 0.02%
1,529
-355
BBBY
852
Bed Bath & Beyond
BBBY
$402M
$237K 0.02%
+26,623
FSP
853
Franklin Street Properties
FSP
$62.7M
$236K 0.02%
+147,735
NWL icon
854
Newell Brands
NWL
$1.93B
$236K 0.02%
45,092
+34,381
HRB icon
855
H&R Block
HRB
$3.96B
$235K 0.02%
+4,656
IEF icon
856
iShares 7-10 Year Treasury Bond ETF
IEF
$48.2B
$235K 0.02%
+2,440
MT icon
857
ArcelorMittal
MT
$43.3B
$235K 0.02%
+6,510
IREN icon
858
Iris Energy
IREN
$15.1B
$235K 0.02%
+5,000
PL icon
859
Planet Labs
PL
$12.8B
$234K 0.02%
+18,000
LFUS icon
860
Littelfuse
LFUS
$10.2B
$233K 0.02%
+898
CDNS icon
861
Cadence Design Systems
CDNS
$94.1B
$232K 0.02%
661
-110
CRC icon
862
California Resources
CRC
$6.07B
$232K 0.02%
4,365
-79
COIN icon
863
Coinbase
COIN
$50.5B
$232K 0.02%
690
-816
BMBL icon
864
Bumble
BMBL
$543M
$231K 0.02%
38,001
-18,808
FIP icon
865
FTAI Infrastructure
FIP
$676M
$231K 0.02%
53,000
+7,842
ZION icon
866
Zions Bancorporation
ZION
$9.3B
$231K 0.02%
4,083
-494
KHC icon
867
Kraft Heinz
KHC
$26.6B
$231K 0.02%
+8,861
ALL icon
868
Allstate
ALL
$55.8B
$231K 0.02%
1,074
+69
WWD icon
869
Woodward
WWD
$21.6B
$230K 0.02%
+909
CVGW icon
870
Calavo Growers
CVGW
$502M
$229K 0.02%
+8,900
PTRN
871
Pattern Group Inc
PTRN
$2.44B
$228K 0.02%
+16,670
RSKD icon
872
Riskified
RSKD
$704M
$228K 0.02%
48,700
+23,400
TNDM icon
873
Tandem Diabetes Care
TNDM
$1.33B
$228K 0.02%
+18,754
KRT icon
874
Karat Packaging
KRT
$578M
$227K 0.02%
+9,019
BEKE icon
875
KE Holdings
BEKE
$19B
$227K 0.02%
+11,965
33 34
35
36 37