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
826
$7.45K ﹤0.01%
375
827
$7.39K ﹤0.01%
100
828
$7.3K ﹤0.01%
75
829
$7.24K ﹤0.01%
87
830
$7.22K ﹤0.01%
117
+17
831
$7.2K ﹤0.01%
142
832
$7.19K ﹤0.01%
263
833
$6.92K ﹤0.01%
50
+24
834
$6.91K ﹤0.01%
1,100
835
$6.71K ﹤0.01%
217
836
$6.52K ﹤0.01%
111
837
$6.51K ﹤0.01%
+207
838
$6.26K ﹤0.01%
100
839
$6.14K ﹤0.01%
104
+80
840
$5.96K ﹤0.01%
500
841
$5.83K ﹤0.01%
50
842
$5.81K ﹤0.01%
103
-97
843
$5.72K ﹤0.01%
500
844
$5.67K ﹤0.01%
300
845
$5.62K ﹤0.01%
+170
846
$5.61K ﹤0.01%
1,500
847
$5.6K ﹤0.01%
400
848
$5.58K ﹤0.01%
30
849
$5.42K ﹤0.01%
277
850
$5.39K ﹤0.01%
78
32 33
34
35 36