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
$4.11B
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$12.2M
3
+$11.1M
4
LH icon
Labcorp
LH
+$6.08M
5
NVDA icon
NVIDIA
NVDA
+$4.54M

Top Sells

1
+$24.3M
2
+$21.6M
3
+$11.3M
4
WHR icon
Whirlpool
WHR
+$6.87M
5
AMGN icon
Amgen
AMGN
+$6.62M

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
901
$5K ﹤0.01%
+300
902
$5K ﹤0.01%
8
903
$5K ﹤0.01%
106
904
$5K ﹤0.01%
50
905
$5K ﹤0.01%
1,383
906
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+20
907
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60
908
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103
909
$5K ﹤0.01%
46
910
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87
911
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388
912
$5K ﹤0.01%
44
913
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810
914
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100
+50
915
$5K ﹤0.01%
105
916
$4K ﹤0.01%
1,400
917
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51
918
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13
919
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36
920
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50
921
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292
922
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40
923
$4K ﹤0.01%
513
924
$4K ﹤0.01%
13
925
$4K ﹤0.01%
200
35 36
37
38 39