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
651
$36K ﹤0.01%
70
652
$36K ﹤0.01%
600
653
$36K ﹤0.01%
600
654
$35K ﹤0.01%
2,000
655
$35K ﹤0.01%
870
656
$35K ﹤0.01%
160
657
$35K ﹤0.01%
712
658
$35K ﹤0.01%
6,100
-2,000
659
$34K ﹤0.01%
400
660
$34K ﹤0.01%
590
661
$34K ﹤0.01%
204
+17
662
$34K ﹤0.01%
585
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663
$34K ﹤0.01%
340
664
$34K ﹤0.01%
800
-1,200
665
$33K ﹤0.01%
+710
666
$32K ﹤0.01%
718
667
$32K ﹤0.01%
568
668
$32K ﹤0.01%
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669
$32K ﹤0.01%
1,189
670
$32K ﹤0.01%
203
671
$31K ﹤0.01%
1,500
672
$31K ﹤0.01%
600
673
$31K ﹤0.01%
108
+50
674
$31K ﹤0.01%
433
675
$30K ﹤0.01%
438
-300
25 26
27
28 29