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
776
$16K ﹤0.01%
623
-100
777
$16K ﹤0.01%
362
778
$16K ﹤0.01%
321
779
$16K ﹤0.01%
66
780
$16K ﹤0.01%
298
+1
781
$16K ﹤0.01%
267
782
$15K ﹤0.01%
253
783
$15K ﹤0.01%
470
+450
784
$15K ﹤0.01%
50
785
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200
786
$15K ﹤0.01%
128
787
$15K ﹤0.01%
225
788
$15K ﹤0.01%
+117
789
$15K ﹤0.01%
1,309
790
$15K ﹤0.01%
1,000
-1,000
791
$14K ﹤0.01%
260
792
$14K ﹤0.01%
366
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$14K ﹤0.01%
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794
$14K ﹤0.01%
372
795
$14K ﹤0.01%
150
796
$14K ﹤0.01%
2,810
797
$14K ﹤0.01%
79
798
$14K ﹤0.01%
+1,189
799
$13K ﹤0.01%
30
800
$13K ﹤0.01%
66
30 31
32
33 34