HPC

HM Payson & Co Portfolio holdings

AUM $7.09B
1-Year Est. Return 27.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.31B
AUM Growth
+$616M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1
+$41.8M
2
+$24.3M
3
+$23.2M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$21.7M
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$17.9M

Top Sells

1
+$36.6M
2
+$20.7M
3
+$19.3M
4
UNH icon
UnitedHealth
UNH
+$15.4M
5
AVGO icon
Broadcom
AVGO
+$12.6M

Sector Composition

1 Technology 33.16%
2 Financials 12.21%
3 Industrials 10.54%
4 Consumer Discretionary 9.64%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$145K ﹤0.01%
4,550
477
$145K ﹤0.01%
520
478
$145K ﹤0.01%
2,950
+40
479
$144K ﹤0.01%
3,316
-400
480
$143K ﹤0.01%
455
481
$140K ﹤0.01%
6,361
482
$139K ﹤0.01%
5,822
483
$138K ﹤0.01%
393
484
$138K ﹤0.01%
1,158
-437
485
$137K ﹤0.01%
8,182
+1,164
486
$137K ﹤0.01%
2,500
+100
487
$137K ﹤0.01%
2,300
488
$136K ﹤0.01%
3,060
489
$135K ﹤0.01%
5,000
490
$134K ﹤0.01%
1,300
-50
491
$134K ﹤0.01%
456
492
$132K ﹤0.01%
377
+127
493
$131K ﹤0.01%
1,608
494
$129K ﹤0.01%
410
-50
495
$129K ﹤0.01%
1,860
+1,369
496
$128K ﹤0.01%
800
497
$128K ﹤0.01%
1,890
498
$127K ﹤0.01%
1,364
+17
499
$126K ﹤0.01%
3,954
+21
500
$126K ﹤0.01%
2,168
+866
18 19
20
21 22