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
426
$138K ﹤0.01%
38,564
427
$136K ﹤0.01%
2,487
428
$134K ﹤0.01%
2,023
-230
429
$134K ﹤0.01%
656
+400
430
$134K ﹤0.01%
+1,213
431
$133K ﹤0.01%
3,815
432
$133K ﹤0.01%
1,407
+1,167
433
$132K ﹤0.01%
7,361
434
$132K ﹤0.01%
1,975
+225
435
$132K ﹤0.01%
3,175
436
$131K ﹤0.01%
279
437
$129K ﹤0.01%
1,600
438
$128K ﹤0.01%
1,120
439
$128K ﹤0.01%
3,310
440
$127K ﹤0.01%
1,299
+56
441
$127K ﹤0.01%
1,111
+45
442
$125K ﹤0.01%
4,733
-7,165
443
$125K ﹤0.01%
1,609
444
$124K ﹤0.01%
716
445
$124K ﹤0.01%
3,938
+2,938
446
$124K ﹤0.01%
1,973
+175
447
$124K ﹤0.01%
1,574
-276
448
$123K ﹤0.01%
4,163
449
$122K ﹤0.01%
1,912
+1,712
450
$122K ﹤0.01%
4,495
16 17
18
19 20