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
$2.01B
AUM Growth
+$8.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$9.69M
3
+$6.87M
4
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$4.34M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.37M

Top Sells

1
+$12.1M
2
+$8.04M
3
+$4.09M
4
VOD icon
Vodafone
VOD
+$4.06M
5
SNY icon
Sanofi
SNY
+$3.4M

Sector Composition

1 Healthcare 15.58%
2 Technology 14.26%
3 Financials 12.95%
4 Industrials 11.5%
5 Energy 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-2,244
302
– –
-6,136
303
– –
-17,826
304
– –
-1,663
9 10 11 12
13