Equal-WT
WhaleScore 2.0
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Prospect Hill Management is based out of Short Hills. Prospect Hill Management is a large advisory firm with 42 clients and discretionary assets under management (AUM) of $175,052,895 (Form ADV from 2024-02-08). Their last reported 13F filing for Q3 2024 included $199,217,960 in managed 13F securities
and a top 10 holdings concentration of 97.44%. Prospect Hill Management's largest holding is Apple Inc with shares held of 513,836. Whalewisdom has at least 16 13F filings
Business Description
John Thomas McColgan is the President, Chief Investment Officer, and Chief Compliance Officer of Prospect Hill Management, LLC. He has been in this role since 2/1/2000. John Thomas McColgan has not been found liable in a civil, self-regulatory organization, or administrative proceeding. He has not been the subject of a bankruptcy petition. John Thomas McColgan is not engaged in any other investment-related activities. He does not receive commissions, bonuses, or other compensation on the sale of securities or other investment products.
John Thomas McColgan is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of his or her time. He does not receive any economic benefit from a non-advisory client for the provision of advisory services.
2024-09-30
Top Buys (13F)
| Name | % Change |
|---|---|
| AAPL Apple Inc | 0.71% |
| ARM Arm Holdings plc | 0.33% |
| AXP American Express Co | 0.12% |
2024-09-30
Top Sells (13F)
| Name | % Change |
|---|---|
| BAC Bank Of America Corp | 1.16% |
| AMZN Amazon.com Inc | 0.68% |
| GOOGL Alphabet Inc. Class | 0.46% |
| JPM JPMorgan Chase & Co. | 0.13% |
| NFLX Netflix Inc | 0.09% |
2024-09-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| AAPL Apple Inc | 60.1% |
| TSLA Tesla Inc | 13.01% |
| BAC Bank Of America Corp | 5.58% |
| AMZN Amazon.com Inc | 4.85% |
| ISRG Intuitive Surgical I | 3.53% |
2024-09-30
13F Activity
| Market Value | $199m, Prior: $182m |
| Inflows (Outflows) as % of Total MV | (-0.4333)% |
| New Purchases | 2 stocks |
| Added To | 1 stocks |
| Sold out of | 1 stocks |
| Reduced holdings in | 7 stocks |
| Top 10 Holdings % | 97.44% |
| Turnover %[1] | 17.65% |
| Turnover Alt %[2] | 0.45% |
| Time Held Top 20 | 11.5 quarters |
| Time Held Top 10 | 13 quarters |
| Time Held All | 11.5 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.
2024-09-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-09-30