Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HM PAYSON & CO | 08-13-2024 | 06-30-2024 | 1373 | 5,504,522,257 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNION PAC CORP | COM | 101 | $5,350,533 | 23,648 | 0.00 | 0.00 | -954 | -3.88 | 06-30-2024 |
| INTEL CORP | COM | 102 | $5,326,036 | 171,974 | 0.00 | 0.00 | -46,620 | -21.33 | 06-30-2024 |
| PHILLIPS 66 | COM | 103 | $5,269,877 | 37,330 | 0.00 | 0.00 | -331 | -0.88 | 06-30-2024 |
| ISHARES TR | ESG AWARE MSCI | 104 | $5,106,332 | 132,632 | 0.00 | 0.00 | -45,574 | -25.57 | 06-30-2024 |
