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
$4.45B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$27.9M
3
+$14.8M
4
META icon
Meta Platforms (Facebook)
META
+$12.3M
5
OTIS icon
Otis Worldwide
OTIS
+$7.11M

Top Sells

1
+$28.2M
2
+$23.6M
3
+$15.7M
4
UNH icon
UnitedHealth
UNH
+$14.3M
5
NVDA icon
NVIDIA
NVDA
+$7.98M

Sector Composition

1 Technology 29.47%
2 Healthcare 16.06%
3 Financials 12.32%
4 Consumer Discretionary 10.19%
5 Industrials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$226K 0.01%
1,300
352
$223K 0.01%
2,725
-700
353
$222K 0.01%
5,020
+2,650
354
$221K 0.01%
1,321
355
$221K 0.01%
4,792
-41,197
356
$220K ﹤0.01%
10,000
357
$220K ﹤0.01%
3,057
358
$219K ﹤0.01%
533
359
$218K ﹤0.01%
4,200
360
$214K ﹤0.01%
2,855
+205
361
$214K ﹤0.01%
4,558
362
$214K ﹤0.01%
3,600
363
$210K ﹤0.01%
1,329
364
$208K ﹤0.01%
1,650
-1,350
365
$206K ﹤0.01%
2,827
-161
366
$206K ﹤0.01%
1,918
-377
367
$206K ﹤0.01%
1,525
368
$204K ﹤0.01%
5,734
+905
369
$203K ﹤0.01%
900
-150
370
$199K ﹤0.01%
4,040
371
$199K ﹤0.01%
2,216
+2,016
372
$197K ﹤0.01%
1,000
373
$196K ﹤0.01%
3,123
-1
374
$194K ﹤0.01%
10,000
375
$192K ﹤0.01%
1,191
13 14
15
16 17