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
851
$5.33K ﹤0.01%
180
852
$5.3K ﹤0.01%
220
853
$5.2K ﹤0.01%
+60
854
$4.91K ﹤0.01%
150
855
$4.85K ﹤0.01%
+143
856
$4.73K ﹤0.01%
50
857
$4.7K ﹤0.01%
1,000
858
$4.55K ﹤0.01%
150
+10
859
$4.49K ﹤0.01%
286
860
$4.48K ﹤0.01%
+1,000
861
$4.44K ﹤0.01%
46
862
$4.29K ﹤0.01%
115
-8
863
$4.24K ﹤0.01%
18
864
$4.21K ﹤0.01%
260
+7
865
$4.06K ﹤0.01%
36
866
$4.04K ﹤0.01%
+111
867
$3.99K ﹤0.01%
+192
868
$3.94K ﹤0.01%
192
-64
869
$3.92K ﹤0.01%
400
870
$3.91K ﹤0.01%
138
871
$3.89K ﹤0.01%
289
872
$3.85K ﹤0.01%
+500
873
$3.77K ﹤0.01%
41
874
$3.75K ﹤0.01%
21
875
$3.7K ﹤0.01%
33
-200
33 34
35
36 37