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
551
$58.4K ﹤0.01%
1,000
552
$58.3K ﹤0.01%
975
+864
553
$57.9K ﹤0.01%
1,075
554
$57.8K ﹤0.01%
808
-53
555
$57.6K ﹤0.01%
363
556
$57.1K ﹤0.01%
800
557
$56.9K ﹤0.01%
500
558
$56.2K ﹤0.01%
1,667
559
$56.2K ﹤0.01%
150
560
$55.9K ﹤0.01%
+5,335
561
$55.7K ﹤0.01%
256
562
$55K ﹤0.01%
980
563
$55K ﹤0.01%
+282
564
$54.7K ﹤0.01%
500
+100
565
$54.2K ﹤0.01%
712
566
$53.6K ﹤0.01%
948
-1,025
567
$53K ﹤0.01%
1,563
568
$52.9K ﹤0.01%
37,525
569
$51.7K ﹤0.01%
339
+27
570
$51.6K ﹤0.01%
474
571
$51.2K ﹤0.01%
640
572
$50.7K ﹤0.01%
3,034
573
$50.5K ﹤0.01%
1,500
574
$49.9K ﹤0.01%
2,897
+1,577
575
$49.8K ﹤0.01%
1,397
-640
21 22
23
24 25