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
$3.9B
AUM Growth
-$494M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$21.6M
3
+$14.1M
4
AAPL icon
Apple
AAPL
+$12.4M
5
LRCX icon
Lam Research
LRCX
+$7.52M

Top Sells

1
+$14.6M
2
+$10.8M
3
+$7.53M
4
LH icon
Labcorp
LH
+$6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.47M

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%
1,918
794
$11K ﹤0.01%
200
795
$11K ﹤0.01%
191
+141
796
$11K ﹤0.01%
+186
797
$11K ﹤0.01%
60
798
$11K ﹤0.01%
600
799
$11K ﹤0.01%
200
800
$11K ﹤0.01%
164
30 31
32
33 34