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
576
$52K ﹤0.01%
3,287
577
$52K ﹤0.01%
300
-80
578
$52K ﹤0.01%
3,000
579
$51K ﹤0.01%
1,200
580
$51K ﹤0.01%
1,267
+267
581
$51K ﹤0.01%
+258
582
$51K ﹤0.01%
111
-723
583
$51K ﹤0.01%
500
584
$50K ﹤0.01%
306
-600
585
$50K ﹤0.01%
1,254
586
$50K ﹤0.01%
8,100
-2,533
587
$49K ﹤0.01%
1,314
588
$49K ﹤0.01%
1,222
-431
589
$49K ﹤0.01%
480
590
$48K ﹤0.01%
1,500
591
$48K ﹤0.01%
1,064
-145
592
$48K ﹤0.01%
3,368
593
$47K ﹤0.01%
1,000
594
$47K ﹤0.01%
1,518
595
$47K ﹤0.01%
640
596
$46K ﹤0.01%
456
-9
597
$46K ﹤0.01%
1,563
598
$46K ﹤0.01%
687
599
$46K ﹤0.01%
1,000
600
$46K ﹤0.01%
160
-253
22 23
24
25 26