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
$5.9B
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
New
Increased
Reduced
Closed

Top Buys

1
+$97.2M
2
+$57.4M
3
+$19.5M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$16.1M
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$12M

Top Sells

1
+$89.7M
2
+$68.1M
3
+$33.2M
4
WEX icon
WEX
WEX
+$15.3M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$14.8M

Sector Composition

1 Technology 32.75%
2 Financials 11.63%
3 Industrials 10.35%
4 Consumer Discretionary 9.97%
5 Healthcare 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$19.6K ﹤0.01%
257
777
$19.3K ﹤0.01%
835
+12
778
$19K ﹤0.01%
420
779
$19K ﹤0.01%
130
-31
780
$18.9K ﹤0.01%
350
781
$18.8K ﹤0.01%
719
-59
782
$18.7K ﹤0.01%
131
783
$18.7K ﹤0.01%
100
784
$18.6K ﹤0.01%
100
-9
785
$18.4K ﹤0.01%
89
-5
786
$18K ﹤0.01%
200
787
$17.8K ﹤0.01%
1,340
-72
788
$17.7K ﹤0.01%
208
789
$17.6K ﹤0.01%
1,309
790
$17.5K ﹤0.01%
36
+4
791
$17.4K ﹤0.01%
1,000
792
$17.4K ﹤0.01%
509
793
$17.3K ﹤0.01%
1,810
794
$17.1K ﹤0.01%
1,192
795
$16.9K ﹤0.01%
45
796
$16.8K ﹤0.01%
89
797
$16.8K ﹤0.01%
172
798
$16.6K ﹤0.01%
66
-2
799
$16.4K ﹤0.01%
50
800
$15.9K ﹤0.01%
55
-45
30 31
32
33 34