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
$3.9B
AUM Growth
-$494M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,196
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$23M
3
+$15.2M
4
AAPL icon
Apple
AAPL
+$13.8M
5
LRCX icon
Lam Research
LRCX
+$8.4M

Top Sells

1
+$17.4M
2
+$11.4M
3
+$7.54M
4
LH icon
Labcorp
LH
+$6.36M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.78M

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
851
$7K ﹤0.01%
135
852
$7K ﹤0.01%
+225
853
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111
854
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400
855
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856
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156
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100
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862
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865
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866
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+12
867
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868
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870
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871
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872
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766
873
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874
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875
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182
-50
33 34
35
36 37