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
$2.79B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$7.8M
3 +$6.33M
4
NXPI icon
NXP Semiconductors
NXPI
+$5.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.69M

Top Sells

1 +$22.9M
2 +$15.3M
3 +$6.42M
4
BWA icon
BorgWarner
BWA
+$6.07M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6M

Sector Composition

1 Technology 20.92%
2 Healthcare 14.95%
3 Financials 14.45%
4 Consumer Discretionary 10.77%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$0 ﹤0.01%
+4
952
$0 ﹤0.01%
+4
953
$0 ﹤0.01%
+7
954
-2,796
955
$0 ﹤0.01%
+6
956
$0 ﹤0.01%
+30
957
-23,200
958
$0 ﹤0.01%
+37
959
$0 ﹤0.01%
+1