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
$4.1B
AUM Growth
+$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$13.5M
3
+$12.3M
4
LH icon
Labcorp
LH
+$11.5M
5
AVGO icon
Broadcom
AVGO
+$8.02M

Top Sells

1
+$14.5M
2
+$9.38M
3
+$6.23M
4
MSFT icon
Microsoft
MSFT
+$3.53M
5
HAS icon
Hasbro
HAS
+$3.46M

Sector Composition

1 Technology 25.55%
2 Healthcare 16.77%
3 Financials 13.8%
4 Consumer Discretionary 11.07%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$25K ﹤0.01%
625
702
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723
703
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723
704
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321
-465
705
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350
706
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393
707
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292
708
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500
709
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+230
710
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1,121
711
$23K ﹤0.01%
750
712
$23K ﹤0.01%
779
713
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295
-915
714
$23K ﹤0.01%
1,279
+241
715
$23K ﹤0.01%
800
716
$23K ﹤0.01%
650
717
$23K ﹤0.01%
1,654
718
$23K ﹤0.01%
868
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719
$22K ﹤0.01%
100
720
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230
721
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179
722
$22K ﹤0.01%
140
723
$22K ﹤0.01%
800
724
$22K ﹤0.01%
175
-60
725
$21K ﹤0.01%
135
27 28
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