HPC

HM Payson & Co Portfolio holdings

AUM $6.95B
1-Year Est. Return 24.32%
This Quarter Est. Return
1 Year Est. Return
+24.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.9B
AUM Growth
-$494M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$21.6M
3
+$14.1M
4
AAPL icon
Apple
AAPL
+$12.4M
5
LRCX icon
Lam Research
LRCX
+$7.52M

Top Sells

1
+$14.6M
2
+$10.8M
3
+$7.53M
4
LH icon
Labcorp
LH
+$6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.47M

Sector Composition

1 Technology 25.58%
2 Healthcare 20.75%
3 Financials 11.36%
4 Consumer Discretionary 9.4%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$477K 0.01%
415
-142
252
$470K 0.01%
2,260
+496
253
$466K 0.01%
1,429
-7
254
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19,285
+1,385
255
$455K 0.01%
7,739
-8,832
256
$450K 0.01%
12,000
257
$449K 0.01%
2,177
+5
258
$444K 0.01%
3,903
-200
259
$435K 0.01%
8,685
260
$434K 0.01%
14,254
+304
261
$434K 0.01%
4,082
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262
$433K 0.01%
2,747
-16
263
$428K 0.01%
14,440
264
$422K 0.01%
10,064
265
$422K 0.01%
3,026
+1
266
$416K 0.01%
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267
$411K 0.01%
625
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268
$408K 0.01%
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-498
269
$408K 0.01%
1,032
+295
270
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6,521
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271
$401K 0.01%
5,390
+1,420
272
$400K 0.01%
5,697
273
$399K 0.01%
12,677
+1,606
274
$397K 0.01%
3,032
275
$394K 0.01%
13,901
-3,428
9 10
11
12 13