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
1251
$1K ﹤0.01%
+100
1252
$1K ﹤0.01%
+178
1253
$1K ﹤0.01%
+38
1254
$1K ﹤0.01%
+18
1255
$1K ﹤0.01%
+470
1256
$1K ﹤0.01%
+91
1257
$1K ﹤0.01%
100
-600
1258
$1K ﹤0.01%
100
-10,816
1259
$1K ﹤0.01%
12
-908
1260
$1K ﹤0.01%
+100
1261
$1K ﹤0.01%
+201
1262
$1K ﹤0.01%
+3
1263
$1K ﹤0.01%
+297
1264
$1K ﹤0.01%
+35
1265
– –
0
1266
$1K ﹤0.01%
+389
1267
$1K ﹤0.01%
+20
1268
$1K ﹤0.01%
+13
1269
$1K ﹤0.01%
+200
1270
$1K ﹤0.01%
+254
1271
$1K ﹤0.01%
+361
1272
$1K ﹤0.01%
+831
1273
$1K ﹤0.01%
1,490
-57,655
1274
$1K ﹤0.01%
+1,627
1275
$1K ﹤0.01%
36
-1,125
49 50
51
52 53