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
651
$31K ﹤0.01%
440
652
$30K ﹤0.01%
331
+80
653
$29K ﹤0.01%
400
654
$29K ﹤0.01%
250
-9
655
$29K ﹤0.01%
576
-540
656
$29K ﹤0.01%
1,060
657
$29K ﹤0.01%
394
658
$29K ﹤0.01%
140
659
$28K ﹤0.01%
+474
660
$28K ﹤0.01%
+500
661
$28K ﹤0.01%
114
-5
662
$28K ﹤0.01%
500
663
$28K ﹤0.01%
110
664
$28K ﹤0.01%
+785
665
$28K ﹤0.01%
1,500
666
$27K ﹤0.01%
756
667
$27K ﹤0.01%
210
668
$27K ﹤0.01%
500
669
$27K ﹤0.01%
1,121
670
$27K ﹤0.01%
195
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671
$26K ﹤0.01%
+944
672
$26K ﹤0.01%
245
673
$26K ﹤0.01%
824
+1
674
$26K ﹤0.01%
600
675
$26K ﹤0.01%
987
25 26
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