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
$4.1B
AUM Growth
+$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$12.5M
3
+$12.3M
4
LH icon
Labcorp
LH
+$12M
5
AVGO icon
Broadcom
AVGO
+$8.25M

Top Sells

1
+$14.9M
2
+$11.6M
3
+$6.58M
4
MSFT icon
Microsoft
MSFT
+$3.76M
5
HAS icon
Hasbro
HAS
+$3.4M

Sector Composition

1 Technology 25.55%
2 Healthcare 16.77%
3 Financials 13.8%
4 Consumer Discretionary 11.07%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$3K ﹤0.01%
13
952
$3K ﹤0.01%
180
953
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954
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91
955
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66
-249
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106
957
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958
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959
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960
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961
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962
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963
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964
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52
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965
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21
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966
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967
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968
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969
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72
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971
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50
972
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50
973
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20
974
$3K ﹤0.01%
66
975
$3K ﹤0.01%
100
37 38
39
40 41