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
1026
$2K ﹤0.01%
39
1027
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1028
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11
1029
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76
1030
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+20
1031
$1K ﹤0.01%
4
1032
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1033
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2
1034
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1035
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1037
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1038
$1K ﹤0.01%
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1039
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1040
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+12
1041
$1K ﹤0.01%
76
1042
$1K ﹤0.01%
20
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1043
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20
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1044
$1K ﹤0.01%
39
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1045
$1K ﹤0.01%
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1046
$1K ﹤0.01%
+87
1047
$1K ﹤0.01%
+32
1048
$1K ﹤0.01%
27
1049
$1K ﹤0.01%
10
1050
$1K ﹤0.01%
16
40 41
42
43 44