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
$4.11B
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$13M
3
+$11.2M
4
LH icon
Labcorp
LH
+$5.83M
5
NVDA icon
NVIDIA
NVDA
+$4.53M

Top Sells

1
+$23.2M
2
+$19.8M
3
+$10.7M
4
THO icon
Thor Industries
THO
+$6.97M
5
WHR icon
Whirlpool
WHR
+$6.38M

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
576
$56K ﹤0.01%
2,250
-1,200
577
$55K ﹤0.01%
363
578
$55K ﹤0.01%
480
579
$54K ﹤0.01%
1,500
580
$54K ﹤0.01%
1,110
581
$53K ﹤0.01%
1,314
582
$53K ﹤0.01%
610
583
$53K ﹤0.01%
3,000
584
$52K ﹤0.01%
1,200
585
$52K ﹤0.01%
2,000
+1,200
586
$51K ﹤0.01%
500
587
$50K ﹤0.01%
1,000
588
$50K ﹤0.01%
687
589
$49K ﹤0.01%
472
590
$49K ﹤0.01%
1,267
591
$49K ﹤0.01%
638
+68
592
$49K ﹤0.01%
3,287
593
$49K ﹤0.01%
1,254
594
$49K ﹤0.01%
+484
595
$48K ﹤0.01%
1,222
596
$48K ﹤0.01%
2,200
597
$48K ﹤0.01%
773
-200
598
$48K ﹤0.01%
529
+347
599
$48K ﹤0.01%
818
600
$47K ﹤0.01%
1,200
22 23
24
25 26