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
426
$152K ﹤0.01%
1,775
427
$151K ﹤0.01%
664
+19
428
$149K ﹤0.01%
4,440
+7
429
$149K ﹤0.01%
1,934
430
$148K ﹤0.01%
3,300
+3,284
431
$148K ﹤0.01%
2,970
-199
432
$147K ﹤0.01%
1,527
433
$146K ﹤0.01%
3,054
-568
434
$146K ﹤0.01%
1,600
435
$145K ﹤0.01%
968
436
$138K ﹤0.01%
1,030
437
$137K ﹤0.01%
2,164
438
$137K ﹤0.01%
12,250
439
$136K ﹤0.01%
1,151
440
$136K ﹤0.01%
3,200
441
$135K ﹤0.01%
2,565
-296
442
$134K ﹤0.01%
1,169
443
$133K ﹤0.01%
500
444
$131K ﹤0.01%
9,604
-862
445
$130K ﹤0.01%
+5,000
446
$129K ﹤0.01%
6,361
447
$128K ﹤0.01%
+7,300
448
$127K ﹤0.01%
1,574
449
$127K ﹤0.01%
2,528
+295
450
$127K ﹤0.01%
1,035
16 17
18
19 20