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
1701
– –
-2,554
1702
– –
-490
1703
– –
-3,263
1704
– –
-8,492
1705
– –
-18,604
1706
– –
-2,060
1707
– –
-194
1708
– –
0
1709
– –
-3,586
1710
– –
-1,517
1711
– –
-469
1712
– –
-14,129
1713
– –
-501
1714
– –
-700
1715
– –
-175
1716
– –
-4,173
1717
– –
-525
1718
– –
-1,134
1719
– –
-2,300
1720
– –
-38
1721
– –
-242
1722
– –
-233
1723
– –
-600
1724
– –
-397
1725
– –
-1,100
67 68
69
70 71