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
601
$44K ﹤0.01%
3,000
602
$43K ﹤0.01%
254
603
$43K ﹤0.01%
1,254
604
$42K ﹤0.01%
1,000
605
$42K ﹤0.01%
1,500
606
$42K ﹤0.01%
1,314
607
$42K ﹤0.01%
2,200
608
$42K ﹤0.01%
312
609
$42K ﹤0.01%
722
610
$42K ﹤0.01%
422
-100
611
$42K ﹤0.01%
860
-100
612
$41K ﹤0.01%
593
613
$41K ﹤0.01%
2,300
614
$41K ﹤0.01%
664
615
$40K ﹤0.01%
861
616
$40K ﹤0.01%
1,000
617
$40K ﹤0.01%
+844
618
$39K ﹤0.01%
1,578
+1,576
619
$39K ﹤0.01%
445
620
$38K ﹤0.01%
780
621
$38K ﹤0.01%
375
622
$38K ﹤0.01%
505
623
$37K ﹤0.01%
630
624
$37K ﹤0.01%
1,723
625
$37K ﹤0.01%
798
23 24
25
26 27