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
$3.9B
AUM Growth
-$494M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,196
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$23M
3
+$15.2M
4
AAPL icon
Apple
AAPL
+$13.8M
5
LRCX icon
Lam Research
LRCX
+$8.4M

Top Sells

1
+$17.4M
2
+$11.4M
3
+$7.54M
4
LH icon
Labcorp
LH
+$6.36M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.78M

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
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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
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4,082
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262
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2,747
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263
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14,440
264
$422K 0.01%
10,064
265
$422K 0.01%
3,026
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266
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267
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625
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269
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1,032
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270
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6,521
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271
$401K 0.01%
5,390
+1,420
272
$400K 0.01%
11,394
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