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
626
$37K ﹤0.01%
1,091
-341
627
$37K ﹤0.01%
931
628
$37K ﹤0.01%
870
-30
629
$37K ﹤0.01%
299
630
$36K ﹤0.01%
1,320
+248
631
$36K ﹤0.01%
568
632
$36K ﹤0.01%
+421
633
$36K ﹤0.01%
622
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634
$36K ﹤0.01%
511
635
$35K ﹤0.01%
452
+92
636
$35K ﹤0.01%
718
637
$35K ﹤0.01%
2,907
638
$34K ﹤0.01%
125
-20
639
$34K ﹤0.01%
742
640
$33K ﹤0.01%
+744
641
$33K ﹤0.01%
533
642
$33K ﹤0.01%
604
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643
$33K ﹤0.01%
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644
$32K ﹤0.01%
+400
645
$32K ﹤0.01%
99
646
$32K ﹤0.01%
343
+2
647
$32K ﹤0.01%
8,000
648
$32K ﹤0.01%
372
649
$31K ﹤0.01%
1,200
-400
650
$31K ﹤0.01%
1,175
24 25
26
27 28