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
$3.9B
AUM Growth
-$494M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$21.6M
3
+$14.1M
4
AAPL icon
Apple
AAPL
+$12.4M
5
LRCX icon
Lam Research
LRCX
+$7.52M

Top Sells

1
+$14.6M
2
+$10.8M
3
+$7.53M
4
LH icon
Labcorp
LH
+$6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.47M

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
376
$199K 0.01%
3,149
-347
377
$198K 0.01%
2,880
-1,400
378
$198K 0.01%
1,525
379
$196K 0.01%
3,032
380
$194K 0.01%
1,630
381
$193K ﹤0.01%
7,500
382
$190K ﹤0.01%
3,575
383
$190K ﹤0.01%
3,099
+303
384
$190K ﹤0.01%
7,100
385
$188K ﹤0.01%
3,917
-3,281
386
$187K ﹤0.01%
10,654
387
$187K ﹤0.01%
1,280
+3
388
$187K ﹤0.01%
2,647
+72
389
$183K ﹤0.01%
3,822
390
$180K ﹤0.01%
2,250
391
$180K ﹤0.01%
4,100
392
$179K ﹤0.01%
3,293
+239
393
$179K ﹤0.01%
3,738
-25
394
$177K ﹤0.01%
1,299
395
$175K ﹤0.01%
886
396
$175K ﹤0.01%
1,379
+411
397
$172K ﹤0.01%
368
398
$172K ﹤0.01%
4,132
+528
399
$172K ﹤0.01%
1,207
400
$171K ﹤0.01%
1,343
14 15
16
17 18