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
$5.9B
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
New
Increased
Reduced
Closed

Top Buys

1
+$97.2M
2
+$57.4M
3
+$19.5M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$16.1M
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$12M

Top Sells

1
+$89.7M
2
+$68.1M
3
+$33.2M
4
WEX icon
WEX
WEX
+$15.3M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$14.8M

Sector Composition

1 Technology 32.75%
2 Financials 11.63%
3 Industrials 10.35%
4 Consumer Discretionary 9.97%
5 Healthcare 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$28K ﹤0.01%
785
727
$27.8K ﹤0.01%
1,900
728
$27.5K ﹤0.01%
556
729
$27.4K ﹤0.01%
1,501
730
$27.3K ﹤0.01%
122
-7
731
$27.2K ﹤0.01%
207
-3
732
$27.1K ﹤0.01%
269
733
$26.9K ﹤0.01%
389
734
$26.8K ﹤0.01%
355
735
$26.5K ﹤0.01%
800
736
$26.5K ﹤0.01%
226
737
$26.4K ﹤0.01%
140
738
$26.3K ﹤0.01%
1,000
+550
739
$26.3K ﹤0.01%
944
740
$25.8K ﹤0.01%
+150
741
$25.6K ﹤0.01%
+487
742
$25.5K ﹤0.01%
300
-10
743
$25.3K ﹤0.01%
743
-1,202
744
$25.3K ﹤0.01%
1,700
745
$25.2K ﹤0.01%
+942
746
$24.9K ﹤0.01%
500
747
$24.9K ﹤0.01%
110
748
$24.8K ﹤0.01%
1,179
-1
749
$24.7K ﹤0.01%
300
750
$24.7K ﹤0.01%
166
28 29
30
31 32