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
426
$137K ﹤0.01%
1,398
427
$137K ﹤0.01%
624
428
$137K ﹤0.01%
4,134
+218
429
$136K ﹤0.01%
1,635
+53
430
$134K ﹤0.01%
366
-2
431
$133K ﹤0.01%
962
-538
432
$132K ﹤0.01%
1,865
433
$132K ﹤0.01%
2,677
-1,097
434
$130K ﹤0.01%
2,230
-200
435
$130K ﹤0.01%
+393
436
$129K ﹤0.01%
1,796
437
$129K ﹤0.01%
1,050
438
$128K ﹤0.01%
1,712
-476
439
$127K ﹤0.01%
1,559
440
$127K ﹤0.01%
512
+480
441
$127K ﹤0.01%
1,067
442
$127K ﹤0.01%
1,101
443
$126K ﹤0.01%
+5,000
444
$125K ﹤0.01%
2,805
-2,600
445
$124K ﹤0.01%
277
-4
446
$122K ﹤0.01%
1,530
-100
447
$120K ﹤0.01%
2,506
+30
448
$120K ﹤0.01%
6,361
449
$119K ﹤0.01%
4,363
+200
450
$119K ﹤0.01%
858
16 17
18
19 20