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
626
$39.4K ﹤0.01%
844
627
$39.2K ﹤0.01%
718
628
$39.2K ﹤0.01%
615
-285
629
$39.2K ﹤0.01%
2,200
630
$39.1K ﹤0.01%
348
+2
631
$38.7K ﹤0.01%
742
-1,748
632
$38.5K ﹤0.01%
227
-62
633
$38.5K ﹤0.01%
475
634
$38.1K ﹤0.01%
3,287
635
$37.9K ﹤0.01%
700
636
$37.7K ﹤0.01%
116
+16
637
$37.7K ﹤0.01%
543
-333
638
$35.9K ﹤0.01%
1,000
639
$35.8K ﹤0.01%
723
640
$35.8K ﹤0.01%
1,000
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$35.6K ﹤0.01%
635
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642
$35.6K ﹤0.01%
511
643
$35K ﹤0.01%
5,000
644
$34.6K ﹤0.01%
360
645
$34.6K ﹤0.01%
+2,850
646
$34.5K ﹤0.01%
1,700
647
$34.4K ﹤0.01%
1,700
-3,250
648
$34.2K ﹤0.01%
1,061
649
$34.1K ﹤0.01%
257
+44
650
$34K ﹤0.01%
977
24 25
26
27 28