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
601
$44.9K ﹤0.01%
664
602
$44.8K ﹤0.01%
3,376
-303
603
$44.8K ﹤0.01%
228
604
$44.7K ﹤0.01%
1,314
-24
605
$44.1K ﹤0.01%
300
606
$43.7K ﹤0.01%
200
607
$43.3K ﹤0.01%
2,353
+153
608
$43.2K ﹤0.01%
+402
609
$42.7K ﹤0.01%
299
610
$42.4K ﹤0.01%
1,300
611
$42.2K ﹤0.01%
259
612
$42.2K ﹤0.01%
931
613
$42.2K ﹤0.01%
+323
614
$42.2K ﹤0.01%
180
615
$41.7K ﹤0.01%
340
+209
616
$41.5K ﹤0.01%
+2,474
617
$41.2K ﹤0.01%
375
618
$41.1K ﹤0.01%
2,986
+20
619
$40.4K ﹤0.01%
500
620
$40.3K ﹤0.01%
1,500
621
$40.2K ﹤0.01%
+925
622
$40.1K ﹤0.01%
+600
623
$39.6K ﹤0.01%
225
624
$39.5K ﹤0.01%
456
-220
625
$39.4K ﹤0.01%
410
23 24
25
26 27