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
$1.92B
AUM Growth
-$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1 +$8.12M
2 +$8.03M
3 +$7.15M
4
THO icon
Thor Industries
THO
+$7.08M
5
AIG icon
American International
AIG
+$4.86M

Top Sells

1 +$16.6M
2 +$9.93M
3 +$9.44M
4
PRGO icon
Perrigo
PRGO
+$7.37M
5
WMB icon
Williams Companies
WMB
+$6.59M

Sector Composition

1 Technology 14.29%
2 Healthcare 14.01%
3 Financials 13.08%
4 Industrials 12.04%
5 Consumer Staples 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-42,801
352
-4,016