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
$2.02B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,170
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$12.3M
3
+$12.2M
4
AMZN icon
Amazon
AMZN
+$9.3M
5
CONE
CyrusOne Inc Common Stock
CONE
+$8.92M

Top Sells

1
+$14.7M
2
+$13.9M
3
+$13.8M
4
STMP
Stamps.com, Inc.
STMP
+$11.5M
5
UFS
DOMTAR CORPORATION (New)
UFS
+$11.2M

Sector Composition

1 Financials 21.79%
2 Technology 12.46%
3 Industrials 11.62%
4 Consumer Discretionary 9.77%
5 Healthcare 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
0
2027
– –
-5,423
2028
– –
-30,324
2029
– –
0
2030
– –
-12,969
2031
– –
-14,800
2032
– –
-23,214
2033
– –
-3,820
2034
– –
-3,434
2035
– –
-1,297
2036
– –
0
2037
– –
-3,960
2038
– –
0
2039
– –
0
2040
– –
0
2041
– –
0
2042
– –
0
2043
– –
-3,223
2044
– –
-6,489
2045
– –
0
2046
– –
-51,750
2047
– –
0
2048
– –
0
2049
– –
-4,755
2050
– –
-19,537
80 81
82
83 84