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
$1.15B
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,388
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.4M
3
+$10.8M
4
HES
Hess
HES
+$9.8M
5
VSTS icon
Vestis
VSTS
+$8.68M

Top Sells

1
+$20.8M
2
+$15.7M
3
+$13.1M
4
NEWR
New Relic, Inc.
NEWR
+$11.2M
5
VMW
VMware, Inc
VMW
+$9.66M

Sector Composition

1 Technology 18.65%
2 Consumer Discretionary 15.8%
3 Healthcare 13.27%
4 Industrials 13.2%
5 Energy 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$96.7K 0.01%
+14,100
902
$95.1K 0.01%
+10,758
903
$93.5K 0.01%
11,135
+635
904
$92.4K 0.01%
+16,134
905
$92.2K 0.01%
+11,003
906
$89.1K 0.01%
+29,791
907
$88.6K 0.01%
12,069
-15,689
908
$88.4K 0.01%
16,528
-3,072
909
$87K 0.01%
+1,875
910
$85K 0.01%
+32,800
911
$83.3K 0.01%
+10,568
912
$83K 0.01%
+13,875
913
$82.4K 0.01%
13,900
+700
914
$80.3K 0.01%
26,677
+8,681
915
$79K 0.01%
11,900
-9,900
916
$78.4K 0.01%
+10,506
917
$76.4K 0.01%
31,422
-500
918
$75.9K 0.01%
+13,984
919
$74.9K 0.01%
4,083
-43
920
$73.1K ﹤0.01%
+11,570
921
$72.8K ﹤0.01%
+23,500
922
$71.3K ﹤0.01%
+62,540
923
$69.8K ﹤0.01%
22,100
+6,800
924
$69.2K ﹤0.01%
+28,000
925
$68.3K ﹤0.01%
25,000
35 36
37
38 39