HPC

HM Payson & Co Portfolio holdings

AUM $7.09B
1-Year Est. Return 27.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.11B
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$12.2M
3
+$11.1M
4
LH icon
Labcorp
LH
+$6.08M
5
NVDA icon
NVIDIA
NVDA
+$4.54M

Top Sells

1
+$24.3M
2
+$21.6M
3
+$11.3M
4
WHR icon
Whirlpool
WHR
+$6.87M
5
AMGN icon
Amgen
AMGN
+$6.62M

Sector Composition

1 Technology 25.77%
2 Healthcare 17.11%
3 Financials 13.77%
4 Consumer Discretionary 10.47%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$797K 0.02%
3,357
-1,000
227
$786K 0.02%
3,039
+15
228
$780K 0.02%
16,065
+9,752
229
$748K 0.02%
10,140
230
$744K 0.02%
12,207
231
$741K 0.02%
6,718
+187
232
$740K 0.02%
6,795
233
$736K 0.02%
932
-23
234
$718K 0.02%
10,706
-99
235
$702K 0.02%
9,984
-188
236
$701K 0.02%
8,633
237
$692K 0.02%
11,330
-3,720
238
$688K 0.02%
2,344
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239
$679K 0.02%
14,171
240
$677K 0.02%
4,574
+1,834
241
$674K 0.02%
5,831
242
$672K 0.02%
5,210
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243
$671K 0.02%
27,551
244
$652K 0.02%
2,964
245
$641K 0.02%
9,181
246
$638K 0.02%
2,172
247
$637K 0.02%
1,350
-30
248
$635K 0.02%
461
+170
249
$632K 0.02%
3,278
+94
250
$631K 0.02%
2,553
8 9
10
11 12