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
1076
$9K ﹤0.01%
+119
1077
$9K ﹤0.01%
+882
1078
$9K ﹤0.01%
+5,772
1079
$9K ﹤0.01%
+25
1080
$9K ﹤0.01%
913
+100
1081
$9K ﹤0.01%
+1,711
1082
$9K ﹤0.01%
220
1083
$9K ﹤0.01%
+3,402
1084
$9K ﹤0.01%
+1,839
1085
$9K ﹤0.01%
+3,726
1086
$9K ﹤0.01%
+2,800
1087
$8K ﹤0.01%
1,100
+700
1088
$8K ﹤0.01%
655
-500
1089
$8K ﹤0.01%
+93
1090
$8K ﹤0.01%
+65
1091
$8K ﹤0.01%
+115
1092
$8K ﹤0.01%
+144
1093
$8K ﹤0.01%
+97
1094
$8K ﹤0.01%
+4,051
1095
$8K ﹤0.01%
541
1096
$8K ﹤0.01%
+238
1097
$8K ﹤0.01%
+200
1098
$8K ﹤0.01%
564
-600
1099
$8K ﹤0.01%
+12,314
1100
$8K ﹤0.01%
3,010
+2,910
42 43
44
45 46