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
$594M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,186
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.41M
3
+$4.13M
4
SFR
Starwood Waypoint Homes
SFR
+$3.88M
5
NRG icon
NRG Energy
NRG
+$3.71M

Top Sells

1
+$6.92M
2
+$4.69M
3
+$4.12M
4
CXW icon
CoreCivic
CXW
+$3.91M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$3.45M

Sector Composition

1 Energy 14.85%
2 Industrials 10.1%
3 Technology 9.52%
4 Consumer Discretionary 9.46%
5 Real Estate 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-1,126
2027
– –
-180
2028
– –
-330
2029
– –
-1,723
2030
– –
-710
2031
– –
-600
2032
– –
-63,902
2033
– –
-480
2034
– –
-763
2035
– –
-430
2036
– –
0
2037
– –
-420
2038
– –
-179
2039
– –
0
2040
– –
-130
2041
– –
-160
2042
– –
0
2043
– –
-17,800
2044
– –
-200
2045
– –
-40
2046
– –
-500
2047
– –
-500
2048
– –
-640
2049
– –
-1,191
2050
– –
-4,773
80 81
82
83 84