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
$3.9B
AUM Growth
-$494M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$21.6M
3
+$14.1M
4
AAPL icon
Apple
AAPL
+$12.4M
5
LRCX icon
Lam Research
LRCX
+$7.52M

Top Sells

1
+$14.6M
2
+$10.8M
3
+$7.53M
4
LH icon
Labcorp
LH
+$6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.47M

Sector Composition

1 Technology 25.58%
2 Healthcare 20.75%
3 Financials 11.36%
4 Consumer Discretionary 9.4%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$62K ﹤0.01%
500
552
$62K ﹤0.01%
650
553
$62K ﹤0.01%
924
+124
554
$62K ﹤0.01%
481
+313
555
$61K ﹤0.01%
300
-7
556
$61K ﹤0.01%
174
+24
557
$61K ﹤0.01%
853
558
$59K ﹤0.01%
1,000
559
$59K ﹤0.01%
523
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560
$59K ﹤0.01%
959
561
$58K ﹤0.01%
900
-2,400
562
$57K ﹤0.01%
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563
$57K ﹤0.01%
800
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564
$56K ﹤0.01%
3,100
-800
565
$55K ﹤0.01%
1,055
+150
566
$54K ﹤0.01%
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567
$53K ﹤0.01%
527
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500
569
$52K ﹤0.01%
850
570
$52K ﹤0.01%
362
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571
$52K ﹤0.01%
480
572
$52K ﹤0.01%
300
573
$51K ﹤0.01%
1,992
574
$51K ﹤0.01%
+1,000
575
$49K ﹤0.01%
3,034
21 22
23
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