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
401
$171K ﹤0.01%
1,000
402
$169K ﹤0.01%
936
-550
403
$169K ﹤0.01%
2,270
404
$168K ﹤0.01%
1,857
-20
405
$166K ﹤0.01%
2,180
+43
406
$165K ﹤0.01%
1,402
-9
407
$164K ﹤0.01%
+1,191
408
$163K ﹤0.01%
1,711
-40
409
$161K ﹤0.01%
2,077
410
$161K ﹤0.01%
9,180
-300
411
$160K ﹤0.01%
2,087
+101
412
$160K ﹤0.01%
3,300
413
$158K ﹤0.01%
6,000
414
$154K ﹤0.01%
6,400
415
$153K ﹤0.01%
9,310
-10,640
416
$153K ﹤0.01%
10,000
417
$153K ﹤0.01%
2,030
418
$152K ﹤0.01%
2,625
-19
419
$152K ﹤0.01%
1,067
420
$151K ﹤0.01%
1,500
421
$148K ﹤0.01%
1,405
+801
422
$145K ﹤0.01%
4,725
423
$142K ﹤0.01%
1,574
424
$142K ﹤0.01%
1,400
-553
425
$142K ﹤0.01%
2,597
15 16
17
18 19