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
$5.5B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,042
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$36M
3
+$16.3M
4
JPM icon
JPMorgan Chase
JPM
+$16.2M
5
MPC icon
Marathon Petroleum
MPC
+$14.7M

Top Sells

1
+$47.5M
2
+$33.2M
3
+$28.8M
4
UNH icon
UnitedHealth
UNH
+$27.8M
5
HPQ icon
HP
HPQ
+$20.6M

Sector Composition

1 Technology 32.45%
2 Financials 12.16%
3 Healthcare 10.83%
4 Consumer Discretionary 9.4%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$285K 0.01%
72
+1
352
$283K 0.01%
2,616
+100
353
$278K 0.01%
5,196
+556
354
$273K 0.01%
1,268
-15
355
$272K ﹤0.01%
7,764
356
$269K ﹤0.01%
3,600
357
$267K ﹤0.01%
696
+91
358
$264K ﹤0.01%
+4,993
359
$261K ﹤0.01%
1,852
+436
360
$257K ﹤0.01%
3,622
-837
361
$253K ﹤0.01%
4,690
362
$247K ﹤0.01%
2,274
363
$245K ﹤0.01%
3,392
364
$244K ﹤0.01%
11,381
365
$241K ﹤0.01%
10,933
+1,815
366
$235K ﹤0.01%
645
-28
367
$235K ﹤0.01%
1,988
368
$235K ﹤0.01%
4,702
+42
369
$235K ﹤0.01%
1,130
+141
370
$234K ﹤0.01%
22,500
371
$232K ﹤0.01%
1,329
372
$229K ﹤0.01%
765
-1,340
373
$229K ﹤0.01%
2,450
374
$227K ﹤0.01%
1,475
-50
375
$226K ﹤0.01%
6,754
-1,162
13 14
15
16 17