We are live on ! Find out more
PCM

Prelude Capital Management Portfolio holdings

AUM $1.3B
1-Year Est. Return 62.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+62.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,906
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$32.1M
3
+$28.2M
4
ANDV
Andeavor
ANDV
+$20.3M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$17.8M

Top Sells

1
+$38M
2
+$20.6M
3
+$20.3M
4
PAY
Verifone Systems Inc
PAY
+$15.4M
5
RSPP
RSP Permian, Inc.
RSPP
+$13.7M

Sector Composition

1 Technology 19.92%
2 Healthcare 13.42%
3 Financials 11.51%
4 Communication Services 11.47%
5 Energy 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
– –
-34,115
1427
– –
-2,272
1428
– –
0
1429
– –
0
1430
– –
-217
1431
– –
0
1432
– –
-5,500
1433
– –
0
1434
– –
0
1435
– –
-32
1436
– –
-2,108
1437
– –
-42
1438
– –
0
1439
– –
0
1440
– –
-476
1441
– –
-7,625
1442
– –
-10,978
1443
– –
0
1444
– –
-3,000
1445
– –
-24,906
1446
– –
0
1447
– –
0
1448
– –
-1,113
1449
– –
-301
1450
– –
0
56 57
58
59 60