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
876
$3.69K ﹤0.01%
100
877
$3.66K ﹤0.01%
3,240
878
$3.65K ﹤0.01%
700
879
$3.65K ﹤0.01%
540
880
$3.63K ﹤0.01%
125
881
$3.52K ﹤0.01%
15
882
$3.38K ﹤0.01%
201
883
$3.37K ﹤0.01%
15
+10
884
$3.34K ﹤0.01%
132
885
$3.29K ﹤0.01%
50
886
$3.15K ﹤0.01%
+145
887
$3.09K ﹤0.01%
+28
888
$3.07K ﹤0.01%
28
+2
889
$2.86K ﹤0.01%
25
890
$2.77K ﹤0.01%
610
891
$2.74K ﹤0.01%
513
892
$2.72K ﹤0.01%
65
893
$2.69K ﹤0.01%
54
894
$2.67K ﹤0.01%
30
895
$2.65K ﹤0.01%
65
896
$2.65K ﹤0.01%
+101
897
$2.62K ﹤0.01%
+98
898
$2.53K ﹤0.01%
50
899
$2.46K ﹤0.01%
100
900
$2.45K ﹤0.01%
218
+16
34 35
36
37 38