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

Top Buys

1
+$23.4M
2
+$13M
3
+$11.2M
4
LH icon
Labcorp
LH
+$5.83M
5
NVDA icon
NVIDIA
NVDA
+$4.53M

Top Sells

1
+$23.2M
2
+$19.8M
3
+$10.7M
4
THO icon
Thor Industries
THO
+$6.97M
5
WHR icon
Whirlpool
WHR
+$6.38M

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
401
$182K ﹤0.01%
2,137
402
$182K ﹤0.01%
10,654
403
$179K ﹤0.01%
4,706
+605
404
$175K ﹤0.01%
3,300
405
$174K ﹤0.01%
3,822
406
$173K ﹤0.01%
6,195
407
$172K ﹤0.01%
4,725
+1,381
408
$172K ﹤0.01%
4,725
409
$171K ﹤0.01%
229
410
$170K ﹤0.01%
650
411
$169K ﹤0.01%
340
+23
412
$167K ﹤0.01%
839
413
$165K ﹤0.01%
3,562
-50
414
$165K ﹤0.01%
419
+306
415
$164K ﹤0.01%
1,243
416
$164K ﹤0.01%
1,200
417
$164K ﹤0.01%
2,450
418
$164K ﹤0.01%
+26,700
419
$163K ﹤0.01%
2,251
-25
420
$162K ﹤0.01%
567
421
$161K ﹤0.01%
2,575
422
$159K ﹤0.01%
1,421
-249
423
$157K ﹤0.01%
3,870
-155
424
$154K ﹤0.01%
10,000
-400
425
$153K ﹤0.01%
779
-98
15 16
17
18 19