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
$3.9B
AUM Growth
-$494M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$21.6M
3
+$14.1M
4
AAPL icon
Apple
AAPL
+$12.4M
5
LRCX icon
Lam Research
LRCX
+$7.52M

Top Sells

1
+$14.6M
2
+$10.8M
3
+$7.53M
4
LH icon
Labcorp
LH
+$6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.47M

Sector Composition

1 Technology 25.58%
2 Healthcare 20.75%
3 Financials 11.36%
4 Consumer Discretionary 9.4%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$9K ﹤0.01%
+267
827
$9K ﹤0.01%
124
+62
828
$9K ﹤0.01%
57
829
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110
-167
830
$8K ﹤0.01%
112
831
$8K ﹤0.01%
+37
832
$8K ﹤0.01%
+311
833
$8K ﹤0.01%
500
834
$8K ﹤0.01%
117
835
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200
836
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264
837
$8K ﹤0.01%
200
-423
838
$8K ﹤0.01%
112
839
$8K ﹤0.01%
+40
840
$8K ﹤0.01%
140
+30
841
$8K ﹤0.01%
217
842
$8K ﹤0.01%
150
843
$8K ﹤0.01%
270
-50
844
$8K ﹤0.01%
126
845
$8K ﹤0.01%
224
846
$8K ﹤0.01%
505
847
$8K ﹤0.01%
142
848
$8K ﹤0.01%
38
849
$8K ﹤0.01%
60
850
$8K ﹤0.01%
3,240
32 33
34
35 36