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
501
$87.3K ﹤0.01%
1,104
-505
502
$87.3K ﹤0.01%
1,700
503
$87.1K ﹤0.01%
770
-16
504
$85.9K ﹤0.01%
722
505
$84.5K ﹤0.01%
1,542
-171
506
$82.3K ﹤0.01%
1,109
507
$82.1K ﹤0.01%
1,128
508
$82.1K ﹤0.01%
490
-15
509
$82K ﹤0.01%
6,000
510
$81.8K ﹤0.01%
2,425
+400
511
$81.4K ﹤0.01%
700
512
$80.5K ﹤0.01%
1,346
+156
513
$79.8K ﹤0.01%
1,200
-28
514
$79.2K ﹤0.01%
1,974
515
$79.2K ﹤0.01%
520
-212
516
$79K ﹤0.01%
550
517
$78.7K ﹤0.01%
4,169
+3,359
518
$77.5K ﹤0.01%
6,679
-3,052
519
$77.4K ﹤0.01%
1,475
520
$77.1K ﹤0.01%
4,725
521
$76.6K ﹤0.01%
2,800
522
$76.3K ﹤0.01%
2,950
523
$74.6K ﹤0.01%
3,585
-333
524
$74.5K ﹤0.01%
669
-591
525
$73.9K ﹤0.01%
1,176
+217
19 20
21
22 23