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
601
$47K ﹤0.01%
456
602
$47K ﹤0.01%
112
603
$47K ﹤0.01%
1,000
604
$47K ﹤0.01%
640
605
$46K ﹤0.01%
664
606
$45K ﹤0.01%
1,500
607
$45K ﹤0.01%
134
608
$45K ﹤0.01%
1,250
-200
609
$45K ﹤0.01%
619
+110
610
$45K ﹤0.01%
1,518
611
$44K ﹤0.01%
264
+75
612
$44K ﹤0.01%
1,064
613
$44K ﹤0.01%
2,457
+2,418
614
$44K ﹤0.01%
306
615
$44K ﹤0.01%
712
616
$44K ﹤0.01%
26
617
$44K ﹤0.01%
1,563
618
$44K ﹤0.01%
366
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619
$44K ﹤0.01%
905
620
$44K ﹤0.01%
565
621
$44K ﹤0.01%
1,990
622
$43K ﹤0.01%
301
+186
623
$43K ﹤0.01%
162
624
$42K ﹤0.01%
844
625
$41K ﹤0.01%
1,349
+60
23 24
25
26 27