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
$5.5B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,042
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$36M
3
+$16.3M
4
JPM icon
JPMorgan Chase
JPM
+$16.2M
5
MPC icon
Marathon Petroleum
MPC
+$14.7M

Top Sells

1
+$47.5M
2
+$33.2M
3
+$28.8M
4
UNH icon
UnitedHealth
UNH
+$27.8M
5
HPQ icon
HP
HPQ
+$20.6M

Sector Composition

1 Technology 32.45%
2 Financials 12.16%
3 Healthcare 10.83%
4 Consumer Discretionary 9.4%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$11.6K ﹤0.01%
263
827
$11.4K ﹤0.01%
66
828
$10.8K ﹤0.01%
+1,000
829
$10.7K ﹤0.01%
200
830
$10.7K ﹤0.01%
150
831
$10.6K ﹤0.01%
60
832
$10.6K ﹤0.01%
272
833
$10.5K ﹤0.01%
135
834
$10.4K ﹤0.01%
250
835
$10.3K ﹤0.01%
+157
836
$10.3K ﹤0.01%
+2,000
837
$10.2K ﹤0.01%
+135
838
$9.98K ﹤0.01%
+61
839
$9.43K ﹤0.01%
+74
840
$9.41K ﹤0.01%
375
841
$9.37K ﹤0.01%
+100
842
$9.29K ﹤0.01%
200
843
$9.19K ﹤0.01%
+300
844
$8.86K ﹤0.01%
300
845
$8.86K ﹤0.01%
75
-97
846
$8.75K ﹤0.01%
350
847
$8.7K ﹤0.01%
30
848
$8.57K ﹤0.01%
57
+7
849
$8.49K ﹤0.01%
+500
850
$8.39K ﹤0.01%
+46
32 33
34
35 36