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
701
$22K ﹤0.01%
1,390
702
$21K ﹤0.01%
525
703
$21K ﹤0.01%
1,765
-1,400
704
$21K ﹤0.01%
1,235
705
$21K ﹤0.01%
97
706
$21K ﹤0.01%
350
707
$21K ﹤0.01%
182
-12
708
$21K ﹤0.01%
+300
709
$21K ﹤0.01%
165
+80
710
$20K ﹤0.01%
750
711
$20K ﹤0.01%
2,100
-400
712
$20K ﹤0.01%
1,000
-2,000
713
$20K ﹤0.01%
800
-48
714
$20K ﹤0.01%
179
-48
715
$20K ﹤0.01%
75
716
$20K ﹤0.01%
393
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717
$20K ﹤0.01%
1,200
-100
718
$20K ﹤0.01%
200
719
$20K ﹤0.01%
1,283
+300
720
$19K ﹤0.01%
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721
$19K ﹤0.01%
600
722
$19K ﹤0.01%
142
723
$19K ﹤0.01%
400
-149
724
$19K ﹤0.01%
2,436
725
$19K ﹤0.01%
1,000
27 28
29
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