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
626
$41K ﹤0.01%
+556
627
$40K ﹤0.01%
1,600
628
$40K ﹤0.01%
304
629
$40K ﹤0.01%
511
-104
630
$39K ﹤0.01%
630
-67
631
$39K ﹤0.01%
380
632
$39K ﹤0.01%
1,060
633
$38K ﹤0.01%
1,787
-25
634
$38K ﹤0.01%
250
635
$38K ﹤0.01%
718
636
$38K ﹤0.01%
233
637
$38K ﹤0.01%
742
638
$38K ﹤0.01%
440
639
$38K ﹤0.01%
86
640
$38K ﹤0.01%
299
641
$37K ﹤0.01%
1,072
642
$37K ﹤0.01%
765
643
$37K ﹤0.01%
224
644
$37K ﹤0.01%
289
645
$37K ﹤0.01%
1,515
646
$36K ﹤0.01%
475
647
$36K ﹤0.01%
576
648
$36K ﹤0.01%
+500
649
$36K ﹤0.01%
463
650
$36K ﹤0.01%
542
24 25
26
27 28