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
926
$1.78K ﹤0.01%
100
927
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4
928
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210
929
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43
930
$1.64K ﹤0.01%
+11
931
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+80
932
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8
933
$1.57K ﹤0.01%
41
+20
934
$1.57K ﹤0.01%
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935
$1.54K ﹤0.01%
163
-343
936
$1.5K ﹤0.01%
12
937
$1.46K ﹤0.01%
13
938
$1.42K ﹤0.01%
48
939
$1.39K ﹤0.01%
+62
940
$1.29K ﹤0.01%
84
941
$1.23K ﹤0.01%
50
942
$1.18K ﹤0.01%
90
+50
943
$1.12K ﹤0.01%
125
944
$1.09K ﹤0.01%
340
945
$968 ﹤0.01%
14
946
$856 ﹤0.01%
32
-619
947
$834 ﹤0.01%
100
948
$817 ﹤0.01%
26
949
$814 ﹤0.01%
+30
950
$794 ﹤0.01%
715
36 37
38
39 40