We are live on ! Find out more
HPC

HM Payson & Co Portfolio holdings

AUM $6.93B
1-Year Est. Return 29.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.05B
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$9.17M
3
+$6.69M
4
BFH icon
Bread Financial
BFH
+$6.37M
5
QCOM icon
Qualcomm
QCOM
+$5.05M

Top Sells

1
+$9.68M
2
+$5.21M
3
+$3.01M
4
GILD icon
Gilead Sciences
GILD
+$2.88M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.81M

Sector Composition

1 Technology 16.18%
2 Healthcare 14.12%
3 Financials 13.15%
4 Industrials 12.23%
5 Consumer Staples 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-8,190
327
– –
-11,925
328
– –
-4,761
329
– –
-1,137
330
– –
-8,959
331
– –
-8,000
332
– –
-17,338
333
– –
-11,120
334
– –
-7,810
335
– –
-6,789
336
– –
-21,200
337
– –
-7,690
338
– –
-5,356
10 11 12 13
14