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
726
$20.1K ﹤0.01%
+275
727
$20K ﹤0.01%
460
728
$19.8K ﹤0.01%
915
-328
729
$19.8K ﹤0.01%
800
730
$19.7K ﹤0.01%
300
731
$19.6K ﹤0.01%
200
732
$19.5K ﹤0.01%
248
733
$19.3K ﹤0.01%
2,436
734
$19.1K ﹤0.01%
166
735
$19K ﹤0.01%
868
736
$19K ﹤0.01%
50
737
$18.8K ﹤0.01%
500
738
$18.8K ﹤0.01%
200
739
$18.6K ﹤0.01%
300
740
$18.5K ﹤0.01%
63
-62
741
$18.3K ﹤0.01%
1,918
742
$18.3K ﹤0.01%
400
743
$18.1K ﹤0.01%
215
744
$17.9K ﹤0.01%
300
745
$17.6K ﹤0.01%
600
746
$16.9K ﹤0.01%
410
747
$16.8K ﹤0.01%
464
748
$16.8K ﹤0.01%
260
749
$16.8K ﹤0.01%
292
-34
750
$16.3K ﹤0.01%
350
28 29
30
31 32