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

Top Buys

1
+$41.2M
2
+$27.9M
3
+$14.8M
4
META icon
Meta Platforms (Facebook)
META
+$12.3M
5
OTIS icon
Otis Worldwide
OTIS
+$7.11M

Top Sells

1
+$28.2M
2
+$23.6M
3
+$15.7M
4
UNH icon
UnitedHealth
UNH
+$14.3M
5
NVDA icon
NVIDIA
NVDA
+$7.98M

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
676
$26.9K ﹤0.01%
1,502
677
$26.6K ﹤0.01%
+700
678
$26.6K ﹤0.01%
400
-283
679
$26.6K ﹤0.01%
+50
680
$26.2K ﹤0.01%
400
-100
681
$26.1K ﹤0.01%
179
682
$25.9K ﹤0.01%
740
683
$25.8K ﹤0.01%
1,192
684
$25.8K ﹤0.01%
150
685
$25.8K ﹤0.01%
412
-218
686
$25.7K ﹤0.01%
1,390
687
$25.5K ﹤0.01%
648
688
$25K ﹤0.01%
505
689
$24.8K ﹤0.01%
1,305
690
$24.8K ﹤0.01%
150
-510
691
$24.7K ﹤0.01%
1,654
692
$24.2K ﹤0.01%
860
693
$24.1K ﹤0.01%
1,200
694
$23.6K ﹤0.01%
800
695
$23.1K ﹤0.01%
896
696
$23K ﹤0.01%
785
697
$22.9K ﹤0.01%
362
+62
698
$22.8K ﹤0.01%
101
699
$22.6K ﹤0.01%
200
700
$22.6K ﹤0.01%
756
26 27
28
29 30