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
851
$8K ﹤0.01%
185
852
$8K ﹤0.01%
112
853
$8K ﹤0.01%
+137
854
$8K ﹤0.01%
400
855
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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