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
1226
$2K ﹤0.01%
+365
1227
$2K ﹤0.01%
100
1228
$2K ﹤0.01%
47
1229
$2K ﹤0.01%
52
-1,660
1230
$2K ﹤0.01%
+3,460
1231
$2K ﹤0.01%
+1,644
1232
$2K ﹤0.01%
+100
1233
$2K ﹤0.01%
+50
1234
$2K ﹤0.01%
+602
1235
$2K ﹤0.01%
+274
1236
$2K ﹤0.01%
+104
1237
$2K ﹤0.01%
+200
1238
$2K ﹤0.01%
+100
1239
$2K ﹤0.01%
+73
1240
$2K ﹤0.01%
+100
1241
$2K ﹤0.01%
+3,851
1242
$2K ﹤0.01%
+4,623
1243
$1K ﹤0.01%
+375
1244
$1K ﹤0.01%
20
-10
1245
$1K ﹤0.01%
+216
1246
$1K ﹤0.01%
+100
1247
$1K ﹤0.01%
100
1248
$1K ﹤0.01%
119
1249
$1K ﹤0.01%
+20
1250
$1K ﹤0.01%
200
48 49
50
51 52