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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
$2.16B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,257
New
Increased
Reduced
Closed

Sector Composition

1 Financials 22.59%
2 Technology 15.29%
3 Industrials 11.48%
4 Consumer Discretionary 7.75%
5 Healthcare 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
-5,300
2002
0
2003
-5,226
2004
0
2005
-13,533
2006
-40,562
2007
-12,800
2008
0
2009
0
2010
0
2011
-5,419
2012
-5,217
2013
-8,278
2014
-10,317
2015
-9,683
2016
0
2017
-94,428
2018
-20,013
2019
-23,528
2020
0
2021
0
2022
-37,238
2023
-13,483
2024
-20,645
2025
0