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
$4.1B
AUM Growth
+$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$12.5M
3
+$12.3M
4
LH icon
Labcorp
LH
+$12M
5
AVGO icon
Broadcom
AVGO
+$8.25M

Top Sells

1
+$14.9M
2
+$11.6M
3
+$6.58M
4
MSFT icon
Microsoft
MSFT
+$3.76M
5
HAS icon
Hasbro
HAS
+$3.4M

Sector Composition

1 Technology 25.55%
2 Healthcare 16.77%
3 Financials 13.8%
4 Consumer Discretionary 11.07%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$62K ﹤0.01%
1,025
552
$62K ﹤0.01%
+1,089
553
$62K ﹤0.01%
606
554
$61K ﹤0.01%
367
+1
555
$61K ﹤0.01%
2,955
556
$61K ﹤0.01%
210
557
$61K ﹤0.01%
595
558
$59K ﹤0.01%
738
+100
559
$59K ﹤0.01%
1,500
560
$58K ﹤0.01%
1,220
561
$58K ﹤0.01%
973
562
$58K ﹤0.01%
959
563
$57K ﹤0.01%
712
-166
564
$57K ﹤0.01%
1,500
-150
565
$57K ﹤0.01%
1,110
566
$56K ﹤0.01%
1,200
-600
567
$56K ﹤0.01%
850
568
$56K ﹤0.01%
1,047
569
$55K ﹤0.01%
+363
570
$54K ﹤0.01%
610
571
$54K ﹤0.01%
818
572
$54K ﹤0.01%
565
-212
573
$52K ﹤0.01%
2,200
574
$52K ﹤0.01%
480
-18
575
$52K ﹤0.01%
112
21 22
23
24 25