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
951
$18K ﹤0.01%
+184
952
$18K ﹤0.01%
998
-349
953
$18K ﹤0.01%
+66,400
954
$17K ﹤0.01%
+2,274
955
$17K ﹤0.01%
+3,500
956
$17K ﹤0.01%
+453
957
$17K ﹤0.01%
+300
958
$17K ﹤0.01%
750
-39,764
959
$17K ﹤0.01%
165
-356
960
$17K ﹤0.01%
+1,356
961
$17K ﹤0.01%
289
962
$17K ﹤0.01%
514
-300
963
$17K ﹤0.01%
+628
964
$17K ﹤0.01%
706
+286
965
$17K ﹤0.01%
+408
966
$17K ﹤0.01%
+272
967
$17K ﹤0.01%
1,883
+550
968
$16K ﹤0.01%
900
+800
969
$16K ﹤0.01%
+432
970
$16K ﹤0.01%
+1,802
971
$16K ﹤0.01%
+5,690
972
$16K ﹤0.01%
716
-1,851
973
$16K ﹤0.01%
+133
974
$16K ﹤0.01%
+244
975
$16K ﹤0.01%
+1,676
37 38
39
40 41