HPC

HM Payson & Co Portfolio holdings

AUM $6.93B
1-Year Est. Return 29.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.79B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.38M
3
+$6.3M
4
NXPI icon
NXP Semiconductors
NXPI
+$5.9M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.59M

Top Sells

1
+$22.7M
2
+$14.8M
3
+$6.32M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.93M
5
BWA icon
BorgWarner
BWA
+$5.82M

Sector Composition

1 Technology 20.91%
2 Healthcare 14.95%
3 Financials 14.45%
4 Consumer Discretionary 10.77%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$14K ﹤0.01%
+200
777
$14K ﹤0.01%
+1,000
778
$14K ﹤0.01%
+85
779
$14K ﹤0.01%
+400
780
$14K ﹤0.01%
+1,000
781
$13K ﹤0.01%
+150
782
$13K ﹤0.01%
+260
783
$13K ﹤0.01%
+872
784
$13K ﹤0.01%
+223
785
$13K ﹤0.01%
+95
786
$13K ﹤0.01%
+800
787
$13K ﹤0.01%
+500
788
$13K ﹤0.01%
+3,252
789
$13K ﹤0.01%
+209
790
$13K ﹤0.01%
+650
791
$13K ﹤0.01%
+150
792
$12K ﹤0.01%
+266
793
$12K ﹤0.01%
+1,000
794
$12K ﹤0.01%
+11
795
$12K ﹤0.01%
+54
796
$12K ﹤0.01%
+1,000
797
$12K ﹤0.01%
+406
798
$12K ﹤0.01%
+115
799
$12K ﹤0.01%
+300
800
$12K ﹤0.01%
+350
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