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
$5.5B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,042
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$36M
3
+$16.3M
4
JPM icon
JPMorgan Chase
JPM
+$16.2M
5
MPC icon
Marathon Petroleum
MPC
+$14.7M

Top Sells

1
+$47.5M
2
+$33.2M
3
+$28.8M
4
UNH icon
UnitedHealth
UNH
+$27.8M
5
HPQ icon
HP
HPQ
+$20.6M

Sector Composition

1 Technology 32.45%
2 Financials 12.16%
3 Healthcare 10.83%
4 Consumer Discretionary 9.4%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$1.05K ﹤0.01%
+1
952
$981 ﹤0.01%
210
953
$909 ﹤0.01%
1,000
954
$906 ﹤0.01%
22
955
$862 ﹤0.01%
200
956
$838 ﹤0.01%
17
+2
957
$739 ﹤0.01%
55
+15
958
$737 ﹤0.01%
28
-50
959
$731 ﹤0.01%
+4
960
$708 ﹤0.01%
36
961
$672 ﹤0.01%
+8
962
$661 ﹤0.01%
100
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$634 ﹤0.01%
25
964
$618 ﹤0.01%
50
965
$618 ﹤0.01%
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966
$598 ﹤0.01%
+2
967
$561 ﹤0.01%
6
968
$555 ﹤0.01%
25
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$532 ﹤0.01%
40
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$480 ﹤0.01%
+100
971
$471 ﹤0.01%
25
972
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200
973
$381 ﹤0.01%
31
974
$362 ﹤0.01%
8
975
$327 ﹤0.01%
160
37 38
39
40 41