PHM

Prospect Hill Management Portfolio holdings

AUM $194M
1-Year Est. Return 17.7%
This Quarter Est. Return
1 Year Est. Return
+17.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$8.26K

Top Sells

1
+$3.4M
2
+$1.13M
3
+$110K
4
NVDA icon
NVIDIA
NVDA
+$59.2K
5
ISRG icon
Intuitive Surgical
ISRG
+$27.2K

Sector Composition

1 Technology 57.45%
2 Consumer Discretionary 22.23%
3 Communication Services 10.14%
4 Financials 5.27%
5 Healthcare 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4T
$104M 53.68%
506,986
-5,495
TSLA icon
2
Tesla
TSLA
$1.52T
$31.9M 16.44%
100,317
+26
AMZN icon
3
Amazon
AMZN
$2.61T
$11.2M 5.79%
51,143
-500
NFLX icon
4
Netflix
NFLX
$474B
$8.27M 4.27%
6,176
-5
ISRG icon
5
Intuitive Surgical
ISRG
$189B
$8.19M 4.23%
15,075
-50
BAC icon
6
Bank of America
BAC
$392B
$5.56M 2.87%
117,500
-71,948
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.4T
$5.33M 2.75%
30,020
NVDA icon
8
NVIDIA
NVDA
$4.93T
$4.98M 2.57%
31,534
-375
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$3.39T
$4.78M 2.47%
27,120
MA icon
10
Mastercard
MA
$496B
$4.02M 2.07%
7,150
NXPI icon
11
NXP Semiconductors
NXPI
$52.6B
$1.32M 0.68%
6,035
TMO icon
12
Thermo Fisher Scientific
TMO
$214B
$1.32M 0.68%
3,250
META icon
13
Meta Platforms (Facebook)
META
$1.63T
$1.27M 0.66%
1,725
ARM icon
14
Arm
ARM
$180B
$1.01M 0.52%
6,214
-125
AXP icon
15
American Express
AXP
$248B
$638K 0.33%
2,000