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
1151
$5K ﹤0.01%
+334
1152
$5K ﹤0.01%
100
-50
1153
$5K ﹤0.01%
+133
1154
$5K ﹤0.01%
200
1155
$5K ﹤0.01%
639
-1,039
1156
$5K ﹤0.01%
200
1157
$5K ﹤0.01%
+2,453
1158
$5K ﹤0.01%
362
1159
$5K ﹤0.01%
+394
1160
$5K ﹤0.01%
+156
1161
$5K ﹤0.01%
+3,349
1162
$5K ﹤0.01%
417
1163
$5K ﹤0.01%
+53
1164
$5K ﹤0.01%
+3,044
1165
$5K ﹤0.01%
+147
1166
$5K ﹤0.01%
+1
1167
$5K ﹤0.01%
+328
1168
$4K ﹤0.01%
159
-2,000
1169
$4K ﹤0.01%
+1,326
1170
$4K ﹤0.01%
+859
1171
$4K ﹤0.01%
+494
1172
$4K ﹤0.01%
+507
1173
$4K ﹤0.01%
+560
1174
$4K ﹤0.01%
+4,211
1175
$4K ﹤0.01%
+1,334
45 46
47
48 49