PHM

Prospect Hill Management Portfolio holdings

AUM $234M
1-Year Est. Return 31.05%
This Quarter Est. Return
1 Year Est. Return
+31.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$237K
2
+$218K
3
+$75.1K
4
AMZN icon
Amazon
AMZN
+$127

Top Sells

1
+$533K
2
+$20.5K
3
+$9.44K

Sector Composition

1 Technology 60.05%
2 Consumer Discretionary 20.47%
3 Financials 8.43%
4 Communication Services 6.65%
5 Healthcare 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$88.2M 58.39%
515,435
-120
2
$24.3M 16.06%
97,032
+300
3
$9.57M 6.33%
349,500
4
$6.66M 4.41%
52,418
+1
5
$4.19M 2.77%
14,325
6
$3.96M 2.62%
30,020
7
$3.52M 2.33%
26,870
8
$3.17M 2.1%
8,000
9
$2.36M 1.56%
6,256
-25
10
$1.87M 1.24%
3,700
11
$1.23M 0.81%
6,135
12
$1.05M 0.69%
24,100
+5,020
13
$600K 0.4%
3,850
14
$237K 0.16%
+750
15
$210K 0.14%
700
16
– –
-5,800