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
$4.1B
AUM Growth
+$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$12.5M
3
+$12.3M
4
LH icon
Labcorp
LH
+$12M
5
AVGO icon
Broadcom
AVGO
+$8.25M

Top Sells

1
+$14.9M
2
+$11.6M
3
+$6.58M
4
MSFT icon
Microsoft
MSFT
+$3.76M
5
HAS icon
Hasbro
HAS
+$3.4M

Sector Composition

1 Technology 25.55%
2 Healthcare 16.77%
3 Financials 13.8%
4 Consumer Discretionary 11.07%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$6K ﹤0.01%
101
877
$6K ﹤0.01%
+248
878
$6K ﹤0.01%
74
879
$6K ﹤0.01%
+201
880
$6K ﹤0.01%
70
881
$6K ﹤0.01%
190
882
$5K ﹤0.01%
1,400
883
$5K ﹤0.01%
808
884
$5K ﹤0.01%
50
885
$5K ﹤0.01%
74
886
$5K ﹤0.01%
+140
887
$5K ﹤0.01%
60
888
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196
+132
889
$5K ﹤0.01%
8
-195
890
$5K ﹤0.01%
106
891
$5K ﹤0.01%
50
-298
892
$5K ﹤0.01%
50
+7
893
$5K ﹤0.01%
88
894
$5K ﹤0.01%
21
895
$5K ﹤0.01%
98
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896
$5K ﹤0.01%
87
897
$5K ﹤0.01%
1,267
898
$5K ﹤0.01%
58
899
$5K ﹤0.01%
44
900
$5K ﹤0.01%
42
-150
34 35
36
37 38