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
$1.46B
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 18.54%
2 Consumer Discretionary 13.5%
3 Healthcare 12.85%
4 Industrials 12.57%
5 Energy 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$256K 0.01%
1,035
-2,631
877
$256K 0.01%
+1,885
878
$256K 0.01%
2,394
-438
879
$256K 0.01%
720
-837
880
$253K 0.01%
3,304
+304
881
$252K 0.01%
+8,969
882
$252K 0.01%
+8,964
883
$251K 0.01%
+5,142
884
$251K 0.01%
+6,288
885
$251K 0.01%
+18,012
886
$251K 0.01%
+1,357
887
$251K 0.01%
1,640
-761
888
$249K 0.01%
+3,513
889
$249K 0.01%
+986
890
$249K 0.01%
+2,621
891
$248K 0.01%
13,575
-17,180
892
$248K 0.01%
+2,023
893
$247K 0.01%
7,494
-21,312
894
$247K 0.01%
10,640
-3,685
895
$247K 0.01%
16,272
-44,748
896
$247K 0.01%
+2,371
897
$247K 0.01%
+2,029
898
$246K 0.01%
+15,460
899
$244K 0.01%
+6,709
900
$244K 0.01%
+1,916
34 35
36
37 38