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
901
$25K ﹤0.01%
585
-1,861
902
$24K ﹤0.01%
6,184
-3,447
903
$24K ﹤0.01%
19,488
+1,714
904
$24K ﹤0.01%
+796
905
$24K ﹤0.01%
+870
906
$24K ﹤0.01%
501
+348
907
$24K ﹤0.01%
+1,500
908
$23K ﹤0.01%
681
909
$23K ﹤0.01%
+1,675
910
$23K ﹤0.01%
869
+796
911
$23K ﹤0.01%
+9,765
912
$23K ﹤0.01%
2,106
-367
913
$23K ﹤0.01%
3,414
914
$22K ﹤0.01%
+397
915
$22K ﹤0.01%
+3,300
916
$22K ﹤0.01%
2,404
+300
917
$22K ﹤0.01%
1,908
-266
918
$22K ﹤0.01%
514
-1,930
919
$22K ﹤0.01%
19
-12
920
$21K ﹤0.01%
+281
921
$21K ﹤0.01%
330
-170
922
$21K ﹤0.01%
+1,283
923
$21K ﹤0.01%
336
+301
924
$21K ﹤0.01%
+183
925
$21K ﹤0.01%
2,247
-22,567
35 36
37
38 39