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
751
$19K ﹤0.01%
500
752
$19K ﹤0.01%
772
753
$19K ﹤0.01%
1,918
754
$18K ﹤0.01%
+215
755
$18K ﹤0.01%
400
756
$18K ﹤0.01%
2,000
757
$18K ﹤0.01%
800
758
$18K ﹤0.01%
146
+138
759
$18K ﹤0.01%
987
760
$18K ﹤0.01%
89
761
$18K ﹤0.01%
200
762
$18K ﹤0.01%
410
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$18K ﹤0.01%
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764
$17K ﹤0.01%
100
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$17K ﹤0.01%
400
766
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$17K ﹤0.01%
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$17K ﹤0.01%
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$16K ﹤0.01%
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772
$16K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
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775
$16K ﹤0.01%
100
29 30
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