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
$4.45B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$27.9M
3
+$14.8M
4
META icon
Meta Platforms (Facebook)
META
+$12.3M
5
OTIS icon
Otis Worldwide
OTIS
+$7.11M

Top Sells

1
+$28.2M
2
+$23.6M
3
+$15.7M
4
UNH icon
UnitedHealth
UNH
+$14.3M
5
NVDA icon
NVIDIA
NVDA
+$7.98M

Sector Composition

1 Technology 29.47%
2 Healthcare 16.06%
3 Financials 12.32%
4 Consumer Discretionary 10.19%
5 Industrials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$12.9K ﹤0.01%
200
+122
777
$12.8K ﹤0.01%
300
-1
778
$12.6K ﹤0.01%
+172
779
$12.5K ﹤0.01%
200
780
$12.4K ﹤0.01%
300
781
$12.2K ﹤0.01%
131
-67
782
$11.9K ﹤0.01%
200
783
$11.8K ﹤0.01%
183
784
$11.7K ﹤0.01%
150
785
$11.6K ﹤0.01%
544
786
$11.6K ﹤0.01%
127
+103
787
$11.5K ﹤0.01%
216
-8
788
$11.5K ﹤0.01%
142
789
$11.4K ﹤0.01%
60
790
$11.4K ﹤0.01%
450
791
$11.2K ﹤0.01%
2,781
792
$11.2K ﹤0.01%
174
-85
793
$11.1K ﹤0.01%
150
-150
794
$10.8K ﹤0.01%
15
795
$10.5K ﹤0.01%
+108
796
$10.5K ﹤0.01%
300
797
$10.4K ﹤0.01%
151
+1
798
$10.3K ﹤0.01%
1,500
799
$10.2K ﹤0.01%
+225
800
$10.2K ﹤0.01%
200
30 31
32
33 34