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
526
$72.5K ﹤0.01%
2,910
527
$72.5K ﹤0.01%
+2,650
528
$71.7K ﹤0.01%
8,000
529
$71.2K ﹤0.01%
500
530
$71.1K ﹤0.01%
3,000
-786
531
$70.7K ﹤0.01%
935
532
$70K ﹤0.01%
1,800
533
$70K ﹤0.01%
2,200
+500
534
$69.6K ﹤0.01%
490
-405
535
$67.8K ﹤0.01%
300
536
$67K ﹤0.01%
5,000
+2,000
537
$66.6K ﹤0.01%
1,000
538
$65.5K ﹤0.01%
1,917
+5
539
$65.5K ﹤0.01%
2,465
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540
$65.1K ﹤0.01%
1,260
541
$64.8K ﹤0.01%
480
542
$64.3K ﹤0.01%
1,220
543
$64.1K ﹤0.01%
1,650
544
$62.7K ﹤0.01%
1,147
-224
545
$62.7K ﹤0.01%
366
-300
546
$62.6K ﹤0.01%
164
547
$62.4K ﹤0.01%
705
+700
548
$61.9K ﹤0.01%
12,130
+4,000
549
$60.1K ﹤0.01%
1,765
550
$59.9K ﹤0.01%
679
+39
20 21
22
23 24