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
$5.5B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,042
New
Increased
Reduced
Closed

Top Buys

1 +$45.9M
2 +$36M
3 +$16.3M
4
JPM icon
JPMorgan Chase
JPM
+$16.2M
5
MPC icon
Marathon Petroleum
MPC
+$14.7M

Top Sells

1 +$47.5M
2 +$33.2M
3 +$28.8M
4
UNH icon
UnitedHealth
UNH
+$27.8M
5
HPQ icon
HP
HPQ
+$20.6M

Sector Composition

1 Technology 32.45%
2 Financials 12.16%
3 Healthcare 10.83%
4 Consumer Discretionary 9.4%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$24.2K ﹤0.01%
556
727
$24K ﹤0.01%
375
728
$23.9K ﹤0.01%
150
729
$23.3K ﹤0.01%
150
730
$23.3K ﹤0.01%
437
731
$23.1K ﹤0.01%
676
+32
732
$22.9K ﹤0.01%
210
+10
733
$22.8K ﹤0.01%
249
734
$22.6K ﹤0.01%
166
735
$22.6K ﹤0.01%
768
+15
736
$22.6K ﹤0.01%
600
737
$22.4K ﹤0.01%
+1,200
738
$22.4K ﹤0.01%
+508
739
$22.2K ﹤0.01%
804
+719
740
$22.1K ﹤0.01%
700
741
$22.1K ﹤0.01%
110
742
$22K ﹤0.01%
600
743
$21.9K ﹤0.01%
900
+200
744
$21.9K ﹤0.01%
89
745
$21.8K ﹤0.01%
212
746
$21.4K ﹤0.01%
200
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747
$21K ﹤0.01%
1,069
748
$20.9K ﹤0.01%
756
749
$20.6K ﹤0.01%
103
750
$20.6K ﹤0.01%
+666