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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBONDS DEC2026 | 51 | $33,304,860 | 1,398,189 | 0.00 | 0.00 | 314,524 | 29.02 | 06-30-2024 |
| UNITEDHEALTH GROUP INC | COM | 52 | $32,261,363 | 63,349 | 0.00 | 0.00 | -54,501 | -46.25 | 06-30-2024 |
| TYLER TECHNOLOGIES INC | COM | 53 | $31,343,809 | 62,341 | 0.00 | 0.00 | -1,397 | -2.19 | 06-30-2024 |
| HUBBELL INC | COM | 54 | $27,672,176 | 75,715 | 0.00 | 0.00 | 25,069 | 49.50 | 06-30-2024 |
