HPC

HM Payson & Co Portfolio holdings

AUM $6.95B
1-Year Est. Return 24.32%
This Quarter Est. Return
1 Year Est. Return
+24.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.62B
AUM Growth
+$2.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$92.5M
3
+$77M
4
INTC icon
Intel
INTC
+$70M
5
PFE icon
Pfizer
PFE
+$63.1M

Top Sells

1
+$674K
2
+$609K
3
+$171K
4
HSIC icon
Henry Schein
HSIC
+$104K
5
CELG
Celgene Corp
CELG
+$89K

Sector Composition

1 Technology 20.85%
2 Healthcare 15.89%
3 Financials 13.34%
4 Consumer Discretionary 10.91%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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