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PROSPECT HILL MANAGEMENT, LLC

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SHORT HILLS NJ Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Prospect Hill Management is based out of Short Hills. Prospect Hill Management is a large advisory firm with 39 clients and discretionary assets under management (AUM) of $121,453,065 (Form ADV from 2023-03-20). Their last reported 13F filing for Q4 2023 included $167,547,624 in managed 13F securities and a top 10 holdings concentration of 97.73%. Prospect Hill Management's largest holding is Apple Inc with shares held of 514,169. Whalewisdom has at least 13 13F filings

2023-12-31

Top Buys (13F)

Name % Change
NVDA NVIDIA Corp. 0.06%
TSLA Tesla Inc -1.47%

2023-12-31

Top Sells (13F)

Name % Change
MA Mastercard Inc 0.17%
TMO Thermo Fisher Scient 0.16%

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 59.08%
TSLA Tesla Inc 14.6%
BAC Bank of America Corp 6.86%
AMZN Amazon.com Inc. 4.72%
ISRG Intuitive Surgical I 2.88%

2023-12-31

13F Activity

Market Value $168m, Prior: $151m
New Purchases 0 stocks
Added To 2 stocks
Sold out of 0 stocks
Reduced holdings in 5 stocks
Top 10 Holdings % 97.73%
Turnover %[1] 0%
Turnover Alt %[2] 0.25%
Time Held Top 20 10.2667 quarters
Time Held Top 10 11.1 quarters
Time Held All 10.27 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance