HPC

HM Payson & Co Portfolio holdings

AUM $7.09B
1-Year Est. Return 27.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.11B
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$12.2M
3
+$11.1M
4
LH icon
Labcorp
LH
+$6.08M
5
NVDA icon
NVIDIA
NVDA
+$4.54M

Top Sells

1
+$24.3M
2
+$21.6M
3
+$11.3M
4
WHR icon
Whirlpool
WHR
+$6.87M
5
AMGN icon
Amgen
AMGN
+$6.62M

Sector Composition

1 Technology 25.77%
2 Healthcare 17.11%
3 Financials 13.77%
4 Consumer Discretionary 10.47%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$3K ﹤0.01%
72
977
$3K ﹤0.01%
101
978
$3K ﹤0.01%
50
979
$3K ﹤0.01%
22
980
$3K ﹤0.01%
20
981
– –
0
982
$3K ﹤0.01%
66
983
$3K ﹤0.01%
100
984
$2K ﹤0.01%
43
+8
985
$2K ﹤0.01%
7
986
$2K ﹤0.01%
69
987
$2K ﹤0.01%
15
988
$2K ﹤0.01%
15
989
$2K ﹤0.01%
31
-22
990
$2K ﹤0.01%
34
991
$2K ﹤0.01%
83
992
$2K ﹤0.01%
19
993
$2K ﹤0.01%
31
994
$2K ﹤0.01%
50
995
$2K ﹤0.01%
50
996
$2K ﹤0.01%
7
997
$2K ﹤0.01%
100
998
$2K ﹤0.01%
25
999
$2K ﹤0.01%
29
1000
$2K ﹤0.01%
72
38 39
40
41 42