Equal-WT
WhaleScore 2.0
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Prudent MAN Advisors is based out of Naperville. Prudent MAN Advisors is a large advisory firm with 151 clients and discretionary assets under management (AUM) of $20,027,210,883 (Form ADV from 2023-04-03). Their last reported 13F filing for Q4 2023 included $267,070,966 in managed 13F securities
and a top 10 holdings concentration of 47.92%. Prudent MAN Advisors's largest holding is VANGUARD TOTAL STOCK MARKET INDEX FUND-ETF Shares with shares held of 183,165. Whalewisdom has at least 16 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
NVDA NVIDIA Corp. | 0.38% |
REXR Rexford Industrial R | 0.24% |
OKE ONEOK Inc. (Oklahoma | 0.24% |
XOM ExxonMobil Corp. (St | 0.23% |
META Meta Platforms Inc | 0.2% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
BND VANGUARD TOTAL BOND | 0.27% |
PXD Pioneer Natural Reso | 0.26% |
BSV VANGUARD SHORT-TERM | 0.25% |
VLO Valero Energy Corp. | 0.19% |
KEYS Keysight Technologie | 0.17% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VTI VANGUARD TOTAL STOCK | 16.21% |
BND VANGUARD TOTAL BOND | 8.07% |
HYG iShares iBoxx USD Hi | 7.76% |
ESGU iShares ESG Aware MS | 3.06% |
VEA VANGUARD DEVELOPED M | 3.04% |
2023-12-31
13F Activity
Market Value | $268m, Prior: $252m |
New Purchases | 13 stocks |
Added To | 11 stocks |
Sold out of | 14 stocks |
Reduced holdings in | 153 stocks |
Top 10 Holdings % | 47.76% |
Turnover %[1] | 14.36% |
Turnover Alt %[2] | 2.53% |
Time Held Top 20 | 9.95 quarters |
Time Held Top 10 | 11.2 quarters |
Time Held All | 9.21 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