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
501
$82K ﹤0.01%
950
-155
502
$81K ﹤0.01%
3,118
503
$81K ﹤0.01%
1,095
504
$81K ﹤0.01%
1,875
505
$79K ﹤0.01%
766
506
$79K ﹤0.01%
5,964
+343
507
$79K ﹤0.01%
1,885
+250
508
$79K ﹤0.01%
681
509
$79K ﹤0.01%
693
-262
510
$79K ﹤0.01%
736
+1
511
$78K ﹤0.01%
1,069
512
$78K ﹤0.01%
3,814
+514
513
$78K ﹤0.01%
1,530
514
$75K ﹤0.01%
+2,212
515
$75K ﹤0.01%
4,725
516
$74K ﹤0.01%
+2,950
517
$74K ﹤0.01%
3,772
+2,904
518
$74K ﹤0.01%
730
519
$73K ﹤0.01%
5,000
520
$73K ﹤0.01%
5,500
521
$73K ﹤0.01%
1,220
522
$72K ﹤0.01%
750
523
$72K ﹤0.01%
1,000
-6
524
$71K ﹤0.01%
8,130
525
$71K ﹤0.01%
7,264
-2,581
19 20
21
22 23