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
$182M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$64.3K
2
+$19.3K
3
+$18.2K
4
NVDA icon
NVIDIA
NVDA
+$6.18K
5
META icon
Meta Platforms (Facebook)
META
+$2.52K

Top Sells

1
+$62.8K
2
+$40.5K

Sector Composition

1 Technology 62.21%
2 Consumer Discretionary 16.33%
3 Financials 8.69%
4 Communication Services 8.23%
5 Healthcare 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$108M 59.39%
513,821
-298
2
$19.7M 10.8%
99,506
+325
3
$12.3M 6.74%
308,750
4
$10.1M 5.53%
52,118
+100
5
$6.37M 3.5%
14,325
6
$5.51M 3.02%
30,020
7
$4.96M 2.72%
27,220
+100
8
$4.18M 2.29%
6,196
-60
9
$3.33M 1.83%
7,550
10
$3.17M 1.74%
25,650
+50
11
$1.88M 1.03%
3,400
12
$1.65M 0.91%
6,135
13
$355K 0.2%
705
+5
14
$335K 0.18%
750
15
$233K 0.13%
1,150