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
701
$22.5K ﹤0.01%
338
702
$22.4K ﹤0.01%
344
+82
703
$22.3K ﹤0.01%
150
704
$22.3K ﹤0.01%
600
705
$22.3K ﹤0.01%
2,410
-1,000
706
$22.2K ﹤0.01%
1,000
707
$22.1K ﹤0.01%
193
708
$22K ﹤0.01%
+556
709
$21.7K ﹤0.01%
1,586
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710
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712
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200
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713
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167
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$21.1K ﹤0.01%
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719
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720
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$20.4K ﹤0.01%
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$20.4K ﹤0.01%
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723
$20.3K ﹤0.01%
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$20.2K ﹤0.01%
500
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725
$20.1K ﹤0.01%
191
27 28
29
30 31