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
$4.45B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$23M
3
+$13.8M
4
META icon
Meta Platforms (Facebook)
META
+$10.6M
5
OTIS icon
Otis Worldwide
OTIS
+$6.73M

Top Sells

1
+$30M
2
+$24.3M
3
+$16.5M
4
UNH icon
UnitedHealth
UNH
+$14.5M
5
NVDA icon
NVIDIA
NVDA
+$6.26M

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
651
$33.9K ﹤0.01%
440
652
$33.3K ﹤0.01%
400
-414
653
$33.2K ﹤0.01%
1,000
654
$32.6K ﹤0.01%
+960
655
$32.4K ﹤0.01%
505
656
$32.2K ﹤0.01%
1,000
657
$32.1K ﹤0.01%
394
658
$31.8K ﹤0.01%
500
659
$31.5K ﹤0.01%
630
660
$31.4K ﹤0.01%
2,912
661
$31.2K ﹤0.01%
325
662
$30.8K ﹤0.01%
26
663
$30.2K ﹤0.01%
900
664
$29.8K ﹤0.01%
1,219
665
$29.7K ﹤0.01%
1,121
666
$29.7K ﹤0.01%
1,168
-7
667
$29.5K ﹤0.01%
1,740
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668
$29.4K ﹤0.01%
348
-1,900
669
$28.8K ﹤0.01%
110
670
$28.4K ﹤0.01%
300
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671
$28.2K ﹤0.01%
450
-200
672
$28.1K ﹤0.01%
1,625
673
$27.9K ﹤0.01%
766
674
$27.8K ﹤0.01%
329
675
$27K ﹤0.01%
642
-12
25 26
27
28 29