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
$3.9B
AUM Growth
-$494M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,196
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$23M
3
+$15.2M
4
AAPL icon
Apple
AAPL
+$13.8M
5
LRCX icon
Lam Research
LRCX
+$8.4M

Top Sells

1
+$17.4M
2
+$11.4M
3
+$7.54M
4
LH icon
Labcorp
LH
+$6.36M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.78M

Sector Composition

1 Technology 25.58%
2 Healthcare 20.75%
3 Financials 11.36%
4 Consumer Discretionary 9.4%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3K ﹤0.01%
+100
927
$3K ﹤0.01%
78
928
$3K ﹤0.01%
65
929
$3K ﹤0.01%
41
-140
930
$3K ﹤0.01%
22
931
$3K ﹤0.01%
67
932
$3K ﹤0.01%
50
933
$3K ﹤0.01%
500
934
$3K ﹤0.01%
30
935
$3K ﹤0.01%
50
936
$3K ﹤0.01%
1,000
937
$2K ﹤0.01%
33
938
$2K ﹤0.01%
84
939
$2K ﹤0.01%
50
-893
940
$2K ﹤0.01%
100
941
$2K ﹤0.01%
60
942
$2K ﹤0.01%
+40
943
$2K ﹤0.01%
500
944
$2K ﹤0.01%
15
945
$2K ﹤0.01%
+24
946
$2K ﹤0.01%
+20
947
$2K ﹤0.01%
30
948
$2K ﹤0.01%
11
+1
949
$2K ﹤0.01%
210
950
$2K ﹤0.01%
+35
36 37
38
39 40