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
1076
$1K ﹤0.01%
30
1077
$1K ﹤0.01%
30
1078
$1K ﹤0.01%
70
+3
1079
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-50
1080
– –
-4
1081
– –
-248
1082
– –
-1,520
1083
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-87
1084
– –
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1085
$0 ﹤0.01%
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1086
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1087
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1088
$0 ﹤0.01%
8
1089
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1090
$0 ﹤0.01%
3
1091
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1092
$0 ﹤0.01%
1
1093
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1094
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1095
$0 ﹤0.01%
1
1096
– –
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1097
$0 ﹤0.01%
+1
1098
– –
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1099
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1100
– –
-6
42 43
44
45 46