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
$3.25B
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$22.4M
3
+$18.4M
4
DHI icon
D.R. Horton
DHI
+$13.9M
5
ABBV icon
AbbVie
ABBV
+$12.9M

Top Sells

1
+$20.9M
2
+$20.5M
3
+$20.2M
4
RTX icon
RTX Corp
RTX
+$13M
5
IBM icon
IBM
IBM
+$11M

Sector Composition

1 Technology 26.37%
2 Healthcare 17.73%
3 Consumer Discretionary 11.34%
4 Financials 11.28%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$2K ﹤0.01%
+46
952
$2K ﹤0.01%
+100
953
$2K ﹤0.01%
+32
954
$2K ﹤0.01%
1,268
955
$2K ﹤0.01%
200
956
$2K ﹤0.01%
+7
957
$2K ﹤0.01%
+71
958
$2K ﹤0.01%
+224
959
$2K ﹤0.01%
159
+59
960
$2K ﹤0.01%
+175
961
$2K ﹤0.01%
+69
962
$2K ﹤0.01%
+42
963
$2K ﹤0.01%
+21
964
$2K ﹤0.01%
50
965
$2K ﹤0.01%
+29
966
$2K ﹤0.01%
+24
967
$2K ﹤0.01%
190
-100
968
$2K ﹤0.01%
+41
969
$2K ﹤0.01%
+6
970
$2K ﹤0.01%
50
971
$2K ﹤0.01%
+18
972
$2K ﹤0.01%
+21
973
$2K ﹤0.01%
+51
974
$2K ﹤0.01%
+24
975
$1K ﹤0.01%
+449
37 38
39
40 41