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

Top Buys

1
+$41.1M
2
+$23M
3
+$13.8M
4
META icon
Meta Platforms (Facebook)
META
+$10.6M
5
OTIS icon
Otis Worldwide
OTIS
+$6.73M

Top Sells

1
+$30M
2
+$24.3M
3
+$16.5M
4
UNH icon
UnitedHealth
UNH
+$14.5M
5
NVDA icon
NVIDIA
NVDA
+$6.26M

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
+10
710
$21.7K ﹤0.01%
700
711
$21.6K ﹤0.01%
1,309
712
$21.5K ﹤0.01%
200
-700
713
$21.4K ﹤0.01%
225
714
$21.4K ﹤0.01%
167
-70
715
$21.3K ﹤0.01%
206
-940
716
$21.1K ﹤0.01%
1,000
717
$20.8K ﹤0.01%
1,000
-500
718
$20.8K ﹤0.01%
2,000
+1,000
719
$20.7K ﹤0.01%
600
720
$20.6K ﹤0.01%
140
721
$20.4K ﹤0.01%
295
722
$20.4K ﹤0.01%
1,750
723
$20.3K ﹤0.01%
89
724
$20.2K ﹤0.01%
500
-67
725
$20.1K ﹤0.01%
191
27 28
29
30 31