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
$4.11B
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$12.2M
3
+$11.1M
4
LH icon
Labcorp
LH
+$6.08M
5
NVDA icon
NVIDIA
NVDA
+$4.54M

Top Sells

1
+$24.3M
2
+$21.6M
3
+$11.3M
4
WHR icon
Whirlpool
WHR
+$6.87M
5
AMGN icon
Amgen
AMGN
+$6.62M

Sector Composition

1 Technology 25.77%
2 Healthcare 17.11%
3 Financials 13.77%
4 Consumer Discretionary 10.47%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$229K 0.01%
9,130
377
$225K 0.01%
8,850
-1,400
378
$221K 0.01%
3,175
379
$221K 0.01%
1,525
380
$219K 0.01%
4,000
+1,000
381
$218K 0.01%
3,583
382
$217K 0.01%
1,300
383
$215K 0.01%
547
384
$215K 0.01%
8,272
385
$214K 0.01%
3,052
386
$212K 0.01%
4,000
387
$210K 0.01%
+16,000
388
$209K 0.01%
3,485
389
$207K 0.01%
1,383
+1,075
390
$197K ﹤0.01%
2,757
391
$194K ﹤0.01%
3,600
392
$192K ﹤0.01%
735
-70
393
$190K ﹤0.01%
1,650
+63
394
$190K ﹤0.01%
2,500
395
$190K ﹤0.01%
2,432
396
$189K ﹤0.01%
3,946
397
$187K ﹤0.01%
10,000
398
$187K ﹤0.01%
5,078
+200
399
$185K ﹤0.01%
3,077
-500
400
$185K ﹤0.01%
1,067
14 15
16
17 18