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
901
$2.42K ﹤0.01%
116
902
$2.26K ﹤0.01%
50
903
$2.25K ﹤0.01%
1,000
904
$2.24K ﹤0.01%
+69
905
$2.22K ﹤0.01%
50
906
$2.22K ﹤0.01%
+58
907
$2.2K ﹤0.01%
100
908
$2.19K ﹤0.01%
54
909
$2.18K ﹤0.01%
5
910
$2.17K ﹤0.01%
97
911
$2.17K ﹤0.01%
34
-533
912
$2.12K ﹤0.01%
+45
913
$2.09K ﹤0.01%
40
914
$2.02K ﹤0.01%
200
915
$2K ﹤0.01%
12
916
$1.98K ﹤0.01%
45
917
$1.96K ﹤0.01%
17
918
$1.96K ﹤0.01%
18
919
$1.93K ﹤0.01%
+55
920
$1.89K ﹤0.01%
100
921
$1.88K ﹤0.01%
4
922
$1.86K ﹤0.01%
94
+11
923
$1.85K ﹤0.01%
200
924
$1.85K ﹤0.01%
1,000
925
$1.81K ﹤0.01%
50
+49
35 36
37
38 39