Portfolio (Quarterly)
Guide ↗
HM PAYSON & CO
· CIK 0000928052| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | IHG | INTERCONTINENTAL HOTELS GROU | Consumer Cyclical | 10 | $1K | — | SOLD |
| 102 | KB | KB FINL GROUP INC | Financial Services | 16 | $1K | — | SOLD |
| 103 | LAD | LITHIA MTRS INC | Consumer Cyclical | 4 | $1K | — | SOLD |
| 104 | — | CRH PLC | — | 10 | $1K | — | SOLD |
| 105 | INFY | INFOSYS LTD | Technology | 69 | $1K | — | SOLD |
| 106 | BSCT | INVESCO EXCH TRD SLF IDX FD | — | 65 | $1K | — | SOLD |
| 107 | SCHZ | SCHWAB STRATEGIC TR | — | 52 | $1K | — | SOLD |
| 108 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 4 | $1K | — | SOLD |
| 109 | — | CANADIAN PACIFIC KANSAS CITY | — | 14 | $1K | — | SOLD |
| 110 | BWX | SPDR SERIES TRUST | — | 44 | $992.0 | — | SOLD |
| 111 | NICE | NICE LTD | Technology | 7 | $792.0 | — | SOLD |
| 112 | SHV | ISHARES TR | — | 3 | $331.0 | — | SOLD |
| 113 | IFLN | INVESCO EXCH TRADED FD TR II | — | 8 | $149.0 | — | SOLD |
| 114 | — | LIBERTY GLOBAL LTD | — | 9 | $101.0 | — | SOLD |
| 115 | SPXU | PROSHARES TR | — | 1 | $50.0 | — | SOLD |
Sector Allocation
Technology
36.7%
Industrials
14.0%
Healthcare
11.2%
Financial Services
10.7%
Communication Services
10.4%
Consumer Cyclical
10.3%
Energy
3.3%
Consumer Defensive
2.3%
Basic Materials
0.5%
Utilities
0.5%