PCM

Prelude Capital Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 44.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.05B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,047
New
Increased
Reduced
Closed

Top Buys

1
+$43.2M
2
+$22M
3
+$18.3M
4
BABA icon
Alibaba
BABA
+$17.3M
5
LI icon
Li Auto
LI
+$14.7M

Top Sells

1
+$42M
2
+$23.8M
3
+$18.7M
4
SCRM
Screaming Eagle Acquisition Corp. Class A Ordinary Shares
SCRM
+$16.1M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$13.7M

Sector Composition

1 Financials 18.26%
2 Technology 15.76%
3 Industrials 10.13%
4 Consumer Discretionary 9.27%
5 Healthcare 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
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-7,217
1652
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-12,168
1653
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0
1654
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-8,750
1655
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1656
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1657
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-16,753
1658
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-7,546
1659
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1660
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-8,684
1661
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0
1662
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-5,009
1663
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0
1664
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1665
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-6,587
1666
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1667
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-6,250
1668
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0
1669
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1670
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1671
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-10,695
1672
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-30,200
1673
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0
1674
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0
1675
– –
0
65 66
67
68 69