HPC

HM Payson & Co Portfolio holdings

AUM $7.09B
1-Year Est. Return 27.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.1B
AUM Growth
+$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$13.5M
3
+$12.3M
4
LH icon
Labcorp
LH
+$11.5M
5
AVGO icon
Broadcom
AVGO
+$8.02M

Top Sells

1
+$14.5M
2
+$9.38M
3
+$6.23M
4
MSFT icon
Microsoft
MSFT
+$3.53M
5
HAS icon
Hasbro
HAS
+$3.46M

Sector Composition

1 Technology 25.55%
2 Healthcare 16.77%
3 Financials 13.8%
4 Consumer Discretionary 11.07%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$35K ﹤0.01%
405
652
$35K ﹤0.01%
475
-75
653
$35K ﹤0.01%
576
-756
654
$35K ﹤0.01%
240
-1,890
655
$34K ﹤0.01%
+1,000
656
$34K ﹤0.01%
1,060
657
$34K ﹤0.01%
143
+3
658
$34K ﹤0.01%
251
659
$34K ﹤0.01%
433
660
$33K ﹤0.01%
156
661
$33K ﹤0.01%
568
-390
662
$33K ﹤0.01%
1,189
663
$33K ﹤0.01%
870
664
$32K ﹤0.01%
1,500
665
$32K ﹤0.01%
1,501
666
$32K ﹤0.01%
948
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667
$32K ﹤0.01%
394
668
$32K ﹤0.01%
712
669
$31K ﹤0.01%
187
+37
670
$31K ﹤0.01%
+842
671
$31K ﹤0.01%
1,390
672
$30K ﹤0.01%
718
673
$30K ﹤0.01%
107
-251
674
$30K ﹤0.01%
337
+2
675
$30K ﹤0.01%
108
-136
25 26
27
28 29