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
976
$1K ﹤0.01%
+300
977
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36
978
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979
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+315
980
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+10
981
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982
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+380
983
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984
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986
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32
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+24
991
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+52
992
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340
993
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+109
994
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+38
995
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996
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997
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6
+5
998
$1K ﹤0.01%
+14
999
$1K ﹤0.01%
+423
1000
$1K ﹤0.01%
+33
38 39
40
41 42