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
751
$20.6K ﹤0.01%
2,436
752
$20.6K ﹤0.01%
300
753
$20.5K ﹤0.01%
116
+15
754
$20.4K ﹤0.01%
500
755
$20.4K ﹤0.01%
420
-420
756
$20.3K ﹤0.01%
350
757
$20.3K ﹤0.01%
1,192
758
$20K ﹤0.01%
350
+250
759
$19.9K ﹤0.01%
260
760
$19.8K ﹤0.01%
226
761
$19.7K ﹤0.01%
24
762
$19.4K ﹤0.01%
300
763
$19.3K ﹤0.01%
300
764
$19.3K ﹤0.01%
1,655
-175
765
$19.3K ﹤0.01%
200
766
$19.3K ﹤0.01%
+315
767
$19.3K ﹤0.01%
97
768
$19.1K ﹤0.01%
500
769
$19.1K ﹤0.01%
191
770
$19.1K ﹤0.01%
618
771
$18.8K ﹤0.01%
720
772
$18.6K ﹤0.01%
1,641
+10
773
$18.3K ﹤0.01%
233
-17
774
$18.3K ﹤0.01%
+391
775
$18.1K ﹤0.01%
22
+2
29 30
31
32 33