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
$4.1B
AUM Growth
+$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$12.5M
3
+$12.3M
4
LH icon
Labcorp
LH
+$12M
5
AVGO icon
Broadcom
AVGO
+$8.25M

Top Sells

1
+$14.9M
2
+$11.6M
3
+$6.58M
4
MSFT icon
Microsoft
MSFT
+$3.76M
5
HAS icon
Hasbro
HAS
+$3.4M

Sector Composition

1 Technology 25.55%
2 Healthcare 16.77%
3 Financials 13.8%
4 Consumer Discretionary 11.07%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$9K ﹤0.01%
75
827
$9K ﹤0.01%
400
828
$9K ﹤0.01%
47
+42
829
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+225
830
$9K ﹤0.01%
540
831
$9K ﹤0.01%
75
-75
832
$9K ﹤0.01%
330
833
$9K ﹤0.01%
102
834
$9K ﹤0.01%
388
835
$9K ﹤0.01%
354
+34
836
$9K ﹤0.01%
100
837
$9K ﹤0.01%
+82
838
$8K ﹤0.01%
112
839
$8K ﹤0.01%
31
+25
840
$8K ﹤0.01%
117
841
$8K ﹤0.01%
16
842
$8K ﹤0.01%
265
843
$8K ﹤0.01%
513
+35
844
$8K ﹤0.01%
50
845
$8K ﹤0.01%
409
846
$8K ﹤0.01%
142
847
$8K ﹤0.01%
232
848
$7K ﹤0.01%
108
-190
849
$7K ﹤0.01%
+40
850
$7K ﹤0.01%
185
+20
32 33
34
35 36