HPC

HM Payson & Co Portfolio holdings

AUM $6.93B
1-Year Est. Return 29.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.01%
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
$0 ﹤0.01%
+36
1080
– –
-50
1081
$0 ﹤0.01%
23
1082
– –
-833
1083
– –
-126
1084
$0 ﹤0.01%
+5
1085
– –
-500
1086
– –
-300
1087
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-250
1088
– –
-33
1089
$0 ﹤0.01%
5
1090
– –
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1091
$0 ﹤0.01%
+1
1092
– –
-66
1093
– –
-300
1094
– –
-405
1095
– –
0
1096
$0 ﹤0.01%
2
1097
– –
-76
1098
$0 ﹤0.01%
9
1099
– –
-87
1100
$0 ﹤0.01%
340
42 43
44
45 46