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
$6.31B
AUM Growth
+$616M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1
+$41.8M
2
+$24.3M
3
+$23.2M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$21.7M
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$17.9M

Top Sells

1
+$36.6M
2
+$20.7M
3
+$19.3M
4
UNH icon
UnitedHealth
UNH
+$15.4M
5
AVGO icon
Broadcom
AVGO
+$12.6M

Sector Composition

1 Technology 33.16%
2 Financials 12.21%
3 Industrials 10.54%
4 Consumer Discretionary 9.64%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$17.6K ﹤0.01%
250
802
$17.6K ﹤0.01%
368
803
$17.4K ﹤0.01%
738
804
$17.3K ﹤0.01%
85
805
$17.1K ﹤0.01%
1,000
806
$17.1K ﹤0.01%
206
-1,214
807
$16.9K ﹤0.01%
100
808
$16.8K ﹤0.01%
200
809
$16.5K ﹤0.01%
150
810
$16.3K ﹤0.01%
332
-2,864
811
$16.3K ﹤0.01%
115
812
$16.3K ﹤0.01%
45
813
$16.2K ﹤0.01%
172
814
$16.1K ﹤0.01%
142
-198
815
$16K ﹤0.01%
1,541
816
$15.6K ﹤0.01%
200
817
$15.5K ﹤0.01%
64
-89
818
$15.4K ﹤0.01%
125
819
$15.3K ﹤0.01%
126
820
$15.3K ﹤0.01%
835
821
$15K ﹤0.01%
300
822
$15K ﹤0.01%
1,400
823
$14.9K ﹤0.01%
215
824
$14.5K ﹤0.01%
325
825
$13.8K ﹤0.01%
1,700
31 32
33
34 35