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
$4.11B
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$13M
3
+$11.2M
4
LH icon
Labcorp
LH
+$5.83M
5
NVDA icon
NVIDIA
NVDA
+$4.53M

Top Sells

1
+$23.2M
2
+$19.8M
3
+$10.7M
4
THO icon
Thor Industries
THO
+$6.97M
5
WHR icon
Whirlpool
WHR
+$6.38M

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
1001
$2K ﹤0.01%
72
1002
$2K ﹤0.01%
12
1003
$2K ﹤0.01%
61
1004
$2K ﹤0.01%
44
1005
$2K ﹤0.01%
45
1006
$2K ﹤0.01%
8
1007
$2K ﹤0.01%
20
1008
$2K ﹤0.01%
29
1009
$2K ﹤0.01%
80
1010
$2K ﹤0.01%
15
1011
$2K ﹤0.01%
100
1012
$2K ﹤0.01%
3
1013
$2K ﹤0.01%
111
1014
$2K ﹤0.01%
146
1015
$2K ﹤0.01%
73
1016
$2K ﹤0.01%
57
1017
$2K ﹤0.01%
21
1018
$2K ﹤0.01%
53
-1
1019
$2K ﹤0.01%
73
1020
$2K ﹤0.01%
15
1021
$2K ﹤0.01%
41
1022
$2K ﹤0.01%
500
1023
$2K ﹤0.01%
36
1024
$2K ﹤0.01%
39
1025
$2K ﹤0.01%
5
39 40
41
42 43