HPC

HM Payson & Co Portfolio holdings

AUM $6.93B
1-Year Est. Return 29.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.01%
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
+$24.1M
2
+$12.2M
3
+$11.1M
4
LH icon
Labcorp
LH
+$6.08M
5
NVDA icon
NVIDIA
NVDA
+$4.54M

Top Sells

1
+$24.3M
2
+$21.6M
3
+$11.3M
4
WHR icon
Whirlpool
WHR
+$6.87M
5
AMGN icon
Amgen
AMGN
+$6.62M

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
+85
663
$34K ﹤0.01%
340
664
$34K ﹤0.01%
800
-1,200
665
$33K ﹤0.01%
+710
666
$32K ﹤0.01%
1,189
667
$32K ﹤0.01%
718
668
$32K ﹤0.01%
568
669
$32K ﹤0.01%
1,501
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