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
576
$49.3K ﹤0.01%
722
577
$49.1K ﹤0.01%
1,993
578
$49K ﹤0.01%
1,222
-130
579
$48.9K ﹤0.01%
1,072
580
$48.5K ﹤0.01%
858
-28
581
$47.5K ﹤0.01%
1,100
-200
582
$47.4K ﹤0.01%
1,254
583
$47.2K ﹤0.01%
850
584
$47.2K ﹤0.01%
445
-150
585
$47.1K ﹤0.01%
1,326
586
$46.8K ﹤0.01%
1,000
587
$46.5K ﹤0.01%
383
+1
588
$46.4K ﹤0.01%
800
589
$46.3K ﹤0.01%
150
590
$46.1K ﹤0.01%
1,000
591
$45.9K ﹤0.01%
2,273
592
$45.8K ﹤0.01%
310
+100
593
$45.6K ﹤0.01%
672
+2
594
$45.5K ﹤0.01%
344
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595
$45.4K ﹤0.01%
890
596
$45.3K ﹤0.01%
1,690
-3,300
597
$45.2K ﹤0.01%
372
598
$45.2K ﹤0.01%
1,550
599
$45.1K ﹤0.01%
1,705
600
$44.9K ﹤0.01%
1,500
+50
22 23
24
25 26