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
551
$65K ﹤0.01%
4,225
+857
552
$65K ﹤0.01%
150
-50
553
$64K ﹤0.01%
575
-25
554
$64K ﹤0.01%
366
-1
555
$64K ﹤0.01%
1,025
556
$64K ﹤0.01%
1,800
-213
557
$64K ﹤0.01%
2,955
558
$64K ﹤0.01%
500
-200
559
$64K ﹤0.01%
606
560
$64K ﹤0.01%
300
+42
561
$62K ﹤0.01%
+102
562
$62K ﹤0.01%
718
-100
563
$62K ﹤0.01%
522
564
$60K ﹤0.01%
500
565
$60K ﹤0.01%
300
566
$60K ﹤0.01%
10,000
567
$59K ﹤0.01%
1,220
568
$58K ﹤0.01%
1,500
569
$58K ﹤0.01%
959
570
$58K ﹤0.01%
913
+278
571
$58K ﹤0.01%
595
572
$57K ﹤0.01%
1,047
573
$56K ﹤0.01%
850
574
$56K ﹤0.01%
145
+2
575
$56K ﹤0.01%
1,000
+948
21 22
23
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