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
$4.45B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$23M
3
+$13.8M
4
META icon
Meta Platforms (Facebook)
META
+$10.6M
5
OTIS icon
Otis Worldwide
OTIS
+$6.73M

Top Sells

1
+$30M
2
+$24.3M
3
+$16.5M
4
UNH icon
UnitedHealth
UNH
+$14.5M
5
NVDA icon
NVIDIA
NVDA
+$6.26M

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
751
$16.1K ﹤0.01%
200
752
$16.1K ﹤0.01%
100
753
$15.9K ﹤0.01%
500
754
$15.9K ﹤0.01%
+1,125
755
$15.9K ﹤0.01%
368
756
$15.6K ﹤0.01%
790
757
$15.4K ﹤0.01%
350
758
$15.3K ﹤0.01%
1,820
-800
759
$15.2K ﹤0.01%
+200
760
$14.8K ﹤0.01%
+360
761
$14.7K ﹤0.01%
381
-286
762
$14.6K ﹤0.01%
10,000
763
$14.6K ﹤0.01%
250
764
$14.5K ﹤0.01%
500
765
$14.4K ﹤0.01%
100
766
$14.3K ﹤0.01%
214
767
$14.3K ﹤0.01%
300
-2,000
768
$14.2K ﹤0.01%
50
769
$14.2K ﹤0.01%
2,865
-4,565
770
$13.9K ﹤0.01%
+1,551
771
$13.9K ﹤0.01%
225
772
$13.8K ﹤0.01%
400
-400
773
$13.5K ﹤0.01%
+400
774
$13.3K ﹤0.01%
142
775
$13K ﹤0.01%
24
29 30
31
32 33