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

Top Buys

1
+$23.4M
2
+$13M
3
+$11.2M
4
LH icon
Labcorp
LH
+$5.83M
5
NVDA icon
NVIDIA
NVDA
+$4.53M

Top Sells

1
+$23.2M
2
+$19.8M
3
+$10.7M
4
THO icon
Thor Industries
THO
+$6.97M
5
WHR icon
Whirlpool
WHR
+$6.38M

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%
1,342
906
$5K ﹤0.01%
+20
907
$5K ﹤0.01%
60
908
$5K ﹤0.01%
101
909
$5K ﹤0.01%
46
910
$5K ﹤0.01%
87
911
$5K ﹤0.01%
388
912
$5K ﹤0.01%
44
913
$5K ﹤0.01%
810
914
$5K ﹤0.01%
100
+50
915
$5K ﹤0.01%
105
916
$4K ﹤0.01%
1,400
917
$4K ﹤0.01%
51
918
$4K ﹤0.01%
13
919
$4K ﹤0.01%
36
920
$4K ﹤0.01%
50
921
$4K ﹤0.01%
292
922
$4K ﹤0.01%
40
923
$4K ﹤0.01%
513
924
$4K ﹤0.01%
13
925
$4K ﹤0.01%
200
35 36
37
38 39