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
801
$10.1K ﹤0.01%
60
802
$10K ﹤0.01%
200
803
$9.84K ﹤0.01%
1,231
804
$9.71K ﹤0.01%
+128
805
$9.65K ﹤0.01%
66
806
$9.63K ﹤0.01%
385
+21
807
$9.59K ﹤0.01%
600
808
$9.57K ﹤0.01%
126
809
$9.46K ﹤0.01%
1,273
+65
810
$9.41K ﹤0.01%
+31
811
$9.22K ﹤0.01%
19
812
$9.21K ﹤0.01%
810
813
$9.2K ﹤0.01%
215
814
$9.04K ﹤0.01%
146
815
$8.74K ﹤0.01%
1,000
+500
816
$8.64K ﹤0.01%
140
817
$8.42K ﹤0.01%
264
818
$8.16K ﹤0.01%
500
-1,800
819
$8K ﹤0.01%
400
820
$7.91K ﹤0.01%
135
821
$7.74K ﹤0.01%
22
822
$7.64K ﹤0.01%
766
823
$7.55K ﹤0.01%
118
824
$7.54K ﹤0.01%
320
825
$7.47K ﹤0.01%
+250
31 32
33
34 35