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
$3.9B
AUM Growth
-$494M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,196
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$23M
3
+$15.2M
4
AAPL icon
Apple
AAPL
+$13.8M
5
LRCX icon
Lam Research
LRCX
+$8.4M

Top Sells

1
+$17.4M
2
+$11.4M
3
+$7.54M
4
LH icon
Labcorp
LH
+$6.36M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.78M

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
726
$19K ﹤0.01%
464
727
$19K ﹤0.01%
+384
728
$19K ﹤0.01%
113
729
$19K ﹤0.01%
248
730
$19K ﹤0.01%
800
731
$19K ﹤0.01%
500
732
$19K ﹤0.01%
200
-12
733
$19K ﹤0.01%
10,000
734
$18K ﹤0.01%
1,074
+6
735
$18K ﹤0.01%
398
+100
736
$18K ﹤0.01%
88
737
$18K ﹤0.01%
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738
$18K ﹤0.01%
100
739
$18K ﹤0.01%
3,500
740
$18K ﹤0.01%
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741
$18K ﹤0.01%
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742
$17K ﹤0.01%
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743
$17K ﹤0.01%
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744
$17K ﹤0.01%
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$17K ﹤0.01%
600
746
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368
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$17K ﹤0.01%
26
748
$17K ﹤0.01%
407
749
$17K ﹤0.01%
410
750
$17K ﹤0.01%
215
-95
28 29
30
31 32