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
251
$630K 0.02%
5,131
252
$630K 0.02%
19,223
-3,518
253
$627K 0.02%
5,535
+1,198
254
$627K 0.02%
1,751
+624
255
$626K 0.02%
7,525
+900
256
$596K 0.01%
5,825
+1,825
257
$592K 0.01%
27,334
258
$578K 0.01%
6,420
-35
259
$577K 0.01%
1,962
260
$569K 0.01%
1,325
-203
261
$565K 0.01%
5,552
262
$561K 0.01%
7,191
263
$558K 0.01%
1,083
+125
264
$556K 0.01%
3,285
-64
265
$553K 0.01%
17,017
+13,928
266
$546K 0.01%
19,966
267
$541K 0.01%
18,419
268
$533K 0.01%
12,263
269
$528K 0.01%
10,178
-205
270
$521K 0.01%
2,664
+40
271
$518K 0.01%
20,300
+100
272
$517K 0.01%
16,320
+10
273
$516K 0.01%
12,000
-975
274
$511K 0.01%
5,249
+355
275
$496K 0.01%
10,466
+1,210
9 10
11
12 13