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
676
$26K ﹤0.01%
650
677
$25K ﹤0.01%
230
678
$25K ﹤0.01%
156
-9
679
$25K ﹤0.01%
50
680
$25K ﹤0.01%
740
681
$25K ﹤0.01%
+1,000
682
$25K ﹤0.01%
310
-121
683
$25K ﹤0.01%
1,200
-1,000
684
$24K ﹤0.01%
1,192
685
$24K ﹤0.01%
+531
686
$24K ﹤0.01%
5,250
-1,050
687
$24K ﹤0.01%
325
688
$24K ﹤0.01%
500
689
$23K ﹤0.01%
648
690
$23K ﹤0.01%
+878
691
$23K ﹤0.01%
718
692
$23K ﹤0.01%
1,365
+500
693
$23K ﹤0.01%
1,654
694
$23K ﹤0.01%
500
695
$23K ﹤0.01%
36
696
$22K ﹤0.01%
305
697
$22K ﹤0.01%
203
698
$22K ﹤0.01%
654
699
$22K ﹤0.01%
415
700
$22K ﹤0.01%
422
+322
26 27
28
29 30