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
$4.11B
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$12.2M
3
+$11.1M
4
LH icon
Labcorp
LH
+$6.08M
5
NVDA icon
NVIDIA
NVDA
+$4.54M

Top Sells

1
+$24.3M
2
+$21.6M
3
+$11.3M
4
WHR icon
Whirlpool
WHR
+$6.87M
5
AMGN icon
Amgen
AMGN
+$6.62M

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
526
$77K ﹤0.01%
909
527
$76K ﹤0.01%
950
528
$75K ﹤0.01%
4,000
529
$75K ﹤0.01%
1,688
530
$74K ﹤0.01%
1,260
531
$72K ﹤0.01%
500
532
$72K ﹤0.01%
3,738
+2,855
533
$72K ﹤0.01%
900
+100
534
$71K ﹤0.01%
905
535
$70K ﹤0.01%
474
536
$70K ﹤0.01%
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537
$70K ﹤0.01%
1,250
538
$69K ﹤0.01%
2,050
539
$69K ﹤0.01%
2,055
+1,107
540
$69K ﹤0.01%
414
541
$69K ﹤0.01%
478
542
$69K ﹤0.01%
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550
545
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210
546
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322
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$67K ﹤0.01%
1,089
548
$67K ﹤0.01%
520
549
$66K ﹤0.01%
211
+100
550
$65K ﹤0.01%
516
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