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
376
$192K ﹤0.01%
71
377
$189K ﹤0.01%
1,143
378
$187K ﹤0.01%
1,709
+696
379
$187K ﹤0.01%
1,800
+177
380
$187K ﹤0.01%
1,008
-349
381
$186K ﹤0.01%
237
+87
382
$186K ﹤0.01%
808
383
$184K ﹤0.01%
7,700
384
$184K ﹤0.01%
2,595
-725
385
$183K ﹤0.01%
2,180
386
$183K ﹤0.01%
1,299
387
$178K ﹤0.01%
1,483
388
$178K ﹤0.01%
936
389
$175K ﹤0.01%
1,364
+200
390
$175K ﹤0.01%
7,800
391
$175K ﹤0.01%
1,375
392
$172K ﹤0.01%
500
393
$172K ﹤0.01%
2,478
394
$171K ﹤0.01%
13,442
395
$169K ﹤0.01%
2,359
+280
396
$168K ﹤0.01%
968
397
$168K ﹤0.01%
854
-201
398
$166K ﹤0.01%
2,550
-297
399
$166K ﹤0.01%
5,830
-871
400
$163K ﹤0.01%
4,925
+3,700
14 15
16
17 18