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
476
$104K ﹤0.01%
2,532
477
$104K ﹤0.01%
7,000
+2,000
478
$104K ﹤0.01%
520
479
$102K ﹤0.01%
1,703
-499
480
$100K ﹤0.01%
5,823
481
$99.4K ﹤0.01%
1,725
482
$97.3K ﹤0.01%
275
483
$95.1K ﹤0.01%
1,903
484
$94.8K ﹤0.01%
295
485
$94.6K ﹤0.01%
+1,830
486
$94.6K ﹤0.01%
3,838
+720
487
$94.4K ﹤0.01%
1,380
488
$93.9K ﹤0.01%
2,300
-325
489
$93.6K ﹤0.01%
684
490
$93.3K ﹤0.01%
367
491
$93.2K ﹤0.01%
976
-30
492
$93K ﹤0.01%
+1,152
493
$91.7K ﹤0.01%
408
494
$91.3K ﹤0.01%
909
495
$89.3K ﹤0.01%
2,192
+310
496
$89.3K ﹤0.01%
1,518
497
$88.9K ﹤0.01%
395
+255
498
$88.7K ﹤0.01%
766
499
$88.7K ﹤0.01%
1,347
500
$87.8K ﹤0.01%
4,725
18 19
20
21 22