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 |
|---|---|---|---|---|---|---|---|---|---|
| ARES MANAGEMENT CORPORATION | CL A COM STK | 601 | $79,968 | 600 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | RUS TP200 GR ETF | 602 | $77,921 | 363 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| REALTY INCOME CORP | COM | 603 | $77,858 | 1,474 | 0.00 | 0.00 | 659 | 80.86 | 06-30-2024 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 604 | $76,580 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
