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
451
$124K ﹤0.01%
1,150
452
$121K ﹤0.01%
895
-12
453
$118K ﹤0.01%
1,609
454
$118K ﹤0.01%
396
+36
455
$117K ﹤0.01%
181
456
$116K ﹤0.01%
1,444
457
$116K ﹤0.01%
6,200
458
$115K ﹤0.01%
526
-7
459
$114K ﹤0.01%
767
460
$114K ﹤0.01%
849
+50
461
$114K ﹤0.01%
302
+42
462
$114K ﹤0.01%
294
-58
463
$111K ﹤0.01%
8,000
464
$110K ﹤0.01%
9,731
-789
465
$107K ﹤0.01%
1,200
466
$107K ﹤0.01%
+1,580
467
$107K ﹤0.01%
1,100
+118
468
$106K ﹤0.01%
935
469
$105K ﹤0.01%
400
470
$104K ﹤0.01%
2,435
471
$103K ﹤0.01%
1,200
472
$102K ﹤0.01%
2,394
473
$101K ﹤0.01%
2,160
474
$101K ﹤0.01%
421
475
$101K ﹤0.01%
3,060
17 18
19
20 21