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
576
$49K ﹤0.01%
977
577
$48K ﹤0.01%
1,615
578
$48K ﹤0.01%
1,019
579
$48K ﹤0.01%
675
580
$48K ﹤0.01%
1,000
581
$48K ﹤0.01%
610
582
$47K ﹤0.01%
1,595
-25
583
$47K ﹤0.01%
180
584
$47K ﹤0.01%
1,222
585
$47K ﹤0.01%
+700
586
$47K ﹤0.01%
256
587
$47K ﹤0.01%
913
588
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1,500
589
$46K ﹤0.01%
1,563
-545
590
$46K ﹤0.01%
1,400
-100
591
$46K ﹤0.01%
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592
$45K ﹤0.01%
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-32
593
$45K ﹤0.01%
916
594
$45K ﹤0.01%
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595
$45K ﹤0.01%
363
596
$45K ﹤0.01%
3,287
597
$45K ﹤0.01%
640
598
$45K ﹤0.01%
150
599
$44K ﹤0.01%
575
600
$44K ﹤0.01%
185
+21
22 23
24
25 26