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
$4.11B
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$13M
3
+$11.2M
4
LH icon
Labcorp
LH
+$5.83M
5
NVDA icon
NVIDIA
NVDA
+$4.53M

Top Sells

1
+$23.2M
2
+$19.8M
3
+$10.7M
4
THO icon
Thor Industries
THO
+$6.97M
5
WHR icon
Whirlpool
WHR
+$6.38M

Sector Composition

1 Technology 25.77%
2 Healthcare 17.11%
3 Financials 13.77%
4 Consumer Discretionary 10.47%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$11K ﹤0.01%
300
827
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212
828
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131
829
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140
830
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831
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500
832
$10K ﹤0.01%
+474
833
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834
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835
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40
836
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837
$9K ﹤0.01%
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838
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839
$9K ﹤0.01%
+300
840
$9K ﹤0.01%
+210
841
$9K ﹤0.01%
117
842
$9K ﹤0.01%
56
+16
843
$9K ﹤0.01%
82
844
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845
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225
846
$9K ﹤0.01%
+65
847
$9K ﹤0.01%
409
848
$9K ﹤0.01%
200
849
$9K ﹤0.01%
320
-34
850
$8K ﹤0.01%
70
-38
32 33
34
35 36