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
$2.42B
AUM Growth
-$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.74M
3
+$8.55M
4
IBM icon
IBM
IBM
+$8.54M
5
FTV icon
Fortive
FTV
+$6.84M

Top Sells

1
+$23.3M
2
+$11.4M
3
+$10.5M
4
MSFT icon
Microsoft
MSFT
+$7.25M
5
PG icon
Procter & Gamble
PG
+$5.29M

Sector Composition

1 Technology 19.91%
2 Healthcare 14.28%
3 Financials 13.07%
4 Industrials 10.88%
5 Consumer Discretionary 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$283K 0.01%
16,189
+35
277
$281K 0.01%
7,317
-220
278
$280K 0.01%
820
-116
279
$278K 0.01%
3,676
+27
280
$276K 0.01%
2,800
281
$274K 0.01%
1,887
+84
282
$272K 0.01%
3,152
+14
283
$271K 0.01%
2,323
-7
284
$270K 0.01%
5,428
+28
285
$269K 0.01%
2,223
286
$265K 0.01%
1,000
-266
287
$264K 0.01%
4,044
288
$263K 0.01%
5,217
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289
$261K 0.01%
2,216
290
$259K 0.01%
5,405
291
$258K 0.01%
3,391
-100
292
$258K 0.01%
5,640
293
$249K 0.01%
+2,683
294
$248K 0.01%
10,716
-50
295
$246K 0.01%
13,291
296
$235K 0.01%
+1,952
297
$233K 0.01%
10,600
298
$232K 0.01%
2,210
299
$232K 0.01%
4,005
-29
300
$231K 0.01%
9,095
10 11
12
13 14