HPC

HM Payson & Co Portfolio holdings

AUM $7.09B
1-Year Est. Return 27.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.35%
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
+$24.1M
2
+$12.2M
3
+$11.1M
4
LH icon
Labcorp
LH
+$6.08M
5
NVDA icon
NVIDIA
NVDA
+$4.54M

Top Sells

1
+$24.3M
2
+$21.6M
3
+$11.3M
4
WHR icon
Whirlpool
WHR
+$6.87M
5
AMGN icon
Amgen
AMGN
+$6.62M

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
851
$8K ﹤0.01%
185
852
$8K ﹤0.01%
112
853
$8K ﹤0.01%
+137
854
$8K ﹤0.01%
400
855
$8K ﹤0.01%
69
+25
856
$8K ﹤0.01%
265
857
$8K ﹤0.01%
75
858
$8K ﹤0.01%
+300
859
$8K ﹤0.01%
60
-180
860
$8K ﹤0.01%
39
861
$8K ﹤0.01%
100
862
$8K ﹤0.01%
37
863
$7K ﹤0.01%
245
864
$7K ﹤0.01%
200
-150
865
$7K ﹤0.01%
78
866
$7K ﹤0.01%
50
867
$7K ﹤0.01%
330
868
$7K ﹤0.01%
74
869
$7K ﹤0.01%
230
870
$7K ﹤0.01%
2,500
871
$7K ﹤0.01%
232
872
$7K ﹤0.01%
1,000
873
$7K ﹤0.01%
400
874
$6K ﹤0.01%
700
875
$6K ﹤0.01%
500
33 34
35
36 37