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
$4.11B
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$13M
3
+$11.2M
4
LH icon
Labcorp
LH
+$5.83M
5
NVDA icon
NVIDIA
NVDA
+$4.53M

Top Sells

1
+$23.2M
2
+$19.8M
3
+$10.7M
4
THO icon
Thor Industries
THO
+$6.97M
5
WHR icon
Whirlpool
WHR
+$6.38M

Sector Composition

1 Technology 25.77%
2 Healthcare 17.11%
3 Financials 13.77%
4 Consumer Discretionary 10.47%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$22K ﹤0.01%
650
727
$22K ﹤0.01%
140
728
$22K ﹤0.01%
868
729
$22K ﹤0.01%
800
730
$22K ﹤0.01%
176
+1
731
$22K ﹤0.01%
1,406
-87
732
$21K ﹤0.01%
1,192
733
$21K ﹤0.01%
220
734
$21K ﹤0.01%
262
735
$21K ﹤0.01%
100
736
$21K ﹤0.01%
5,820
+2,910
737
$20K ﹤0.01%
110
738
$20K ﹤0.01%
166
739
$20K ﹤0.01%
500
740
$20K ﹤0.01%
200
741
$20K ﹤0.01%
42
742
$20K ﹤0.01%
88
743
$20K ﹤0.01%
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744
$19K ﹤0.01%
135
745
$19K ﹤0.01%
244
746
$19K ﹤0.01%
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747
$19K ﹤0.01%
1,100
748
$19K ﹤0.01%
464
749
$19K ﹤0.01%
97
750
$19K ﹤0.01%
407
28 29
30
31 32