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
676
$30K ﹤0.01%
227
+48
677
$30K ﹤0.01%
75
678
$30K ﹤0.01%
842
679
$30K ﹤0.01%
1,000
680
$29K ﹤0.01%
394
681
$29K ﹤0.01%
338
+1
682
$29K ﹤0.01%
140
683
$29K ﹤0.01%
150
684
$29K ﹤0.01%
42
685
$28K ﹤0.01%
2,000
686
$28K ﹤0.01%
107
687
$28K ﹤0.01%
779
688
$28K ﹤0.01%
325
689
$28K ﹤0.01%
1,673
+394
690
$28K ﹤0.01%
750
691
$28K ﹤0.01%
1,500
692
$27K ﹤0.01%
750
693
$27K ﹤0.01%
2,000
694
$27K ﹤0.01%
740
695
$27K ﹤0.01%
453
+156
696
$27K ﹤0.01%
69
697
$27K ﹤0.01%
251
698
$27K ﹤0.01%
600
699
$27K ﹤0.01%
505
700
$26K ﹤0.01%
230
26 27
28
29 30