PCM

Prelude Capital Management Portfolio holdings

AUM $1.36B
1-Year Est. Return 49.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$696M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,348
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$5.14M
3
+$4.53M
4
RVBD
RIVERBED TECHNOLOGY, INC COM
RVBD
+$4.46M
5
AAPL icon
Apple
AAPL
+$4.29M

Top Sells

1
+$12.4M
2
+$10.2M
3
+$9.62M
4
AGN
Allergan Inc
AGN
+$8.42M
5
ROC
ROCKWOOD HLDGS INC
ROC
+$7.87M

Sector Composition

1 Technology 12.95%
2 Energy 10.73%
3 Consumer Discretionary 10.64%
4 Healthcare 9.86%
5 Industrials 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
0
2027
– –
0
2028
– –
-400
2029
– –
0
2030
– –
-1,400
2031
– –
-1,800
2032
– –
-2,400
2033
– –
-4,500
2034
– –
-3,500
2035
– –
-900
2036
– –
0
2037
– –
-32,580
2038
– –
-11,894
2039
– –
-486
2040
– –
-19,047
2041
– –
0
2042
– –
-5,500
2043
– –
-225
2044
– –
0
2045
– –
-2,000
2046
– –
-2,998
2047
– –
-4,500
2048
– –
-3,600
2049
– –
-900
2050
– –
-33
80 81
82
83 84