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

Top Buys

1
+$26.6M
2
+$22.4M
3
+$21.9M
4
MSFT icon
Microsoft
MSFT
+$16.1M
5
SCRM
Screaming Eagle Acquisition Corp. Class A Ordinary Shares
SCRM
+$16.1M

Top Sells

1
+$25.7M
2
+$21.3M
3
+$13.2M
4
GSKY
GreenSky, Inc. Class A Common Stock
GSKY
+$12.9M
5
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$12.2M

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
2026
– –
-9,162
2027
– –
-10,024
2028
– –
-22,931
2029
– –
-1,292
2030
– –
0
2031
– –
-2,559
2032
– –
-50,413
2033
– –
-150,000
2034
– –
-4,312
2035
– –
-22,041
2036
– –
-33,513
2037
– –
-3,480
2038
– –
0
2039
– –
-10,830
2040
– –
0
2041
– –
-5,765
2042
– –
0
2043
– –
0
2044
– –
-2,140
2045
– –
-10,196
2046
– –
-4,320
2047
– –
-73,689
2048
– –
-3,271
2049
– –
-94,102
2050
– –
-537
80 81
82
83 84