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
$4.45B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$23M
3
+$13.8M
4
META icon
Meta Platforms (Facebook)
META
+$10.6M
5
OTIS icon
Otis Worldwide
OTIS
+$6.73M

Top Sells

1
+$30M
2
+$24.3M
3
+$16.5M
4
UNH icon
UnitedHealth
UNH
+$14.5M
5
NVDA icon
NVIDIA
NVDA
+$6.26M

Sector Composition

1 Technology 29.47%
2 Healthcare 16.06%
3 Financials 12.32%
4 Consumer Discretionary 10.19%
5 Industrials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$960K 0.02%
6,591
-50
202
$941K 0.02%
4,830
-191
203
$910K 0.02%
17,080
-970
204
$897K 0.02%
6,344
205
$884K 0.02%
2,661
206
$878K 0.02%
8,032
-9
207
$869K 0.02%
7,672
-27,553
208
$840K 0.02%
2,274
-45
209
$838K 0.02%
10,344
210
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16,373
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211
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4,596
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212
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3,287
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213
$807K 0.02%
4,293
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214
$801K 0.02%
11,408
-268
215
$801K 0.02%
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216
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217
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218
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598
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219
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330,496
220
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10,064
221
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3,061
-274
222
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25,002
-2,028
223
$748K 0.02%
6,281
+335
224
$744K 0.02%
46,400
+11,400
225
$743K 0.02%
25,454
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9
10 11