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
$3.9B
AUM Growth
-$494M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,196
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$23M
3
+$15.2M
4
AAPL icon
Apple
AAPL
+$13.8M
5
LRCX icon
Lam Research
LRCX
+$8.4M

Top Sells

1
+$17.4M
2
+$11.4M
3
+$7.54M
4
LH icon
Labcorp
LH
+$6.36M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.78M

Sector Composition

1 Technology 25.58%
2 Healthcare 20.75%
3 Financials 11.36%
4 Consumer Discretionary 9.4%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$14K ﹤0.01%
2,781
-90
777
$14K ﹤0.01%
+632
778
$13K ﹤0.01%
+660
779
$13K ﹤0.01%
198
780
$13K ﹤0.01%
+697
781
$13K ﹤0.01%
225
782
$13K ﹤0.01%
142
783
$13K ﹤0.01%
1,309
784
$13K ﹤0.01%
300
785
$13K ﹤0.01%
500
786
$13K ﹤0.01%
1,800
-500
787
$12K ﹤0.01%
250
788
$12K ﹤0.01%
260
-7
789
$12K ﹤0.01%
2,910
790
$12K ﹤0.01%
+909
791
$12K ﹤0.01%
+150
792
$12K ﹤0.01%
787
793
$12K ﹤0.01%
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794
$11K ﹤0.01%
200
795
$11K ﹤0.01%
191
+141
796
$11K ﹤0.01%
+189
797
$11K ﹤0.01%
60
798
$11K ﹤0.01%
600
799
$11K ﹤0.01%
200
800
$11K ﹤0.01%
164
30 31
32
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