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
$4.83B
AUM Growth
+$563M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,061
New
Increased
Reduced
Closed

Top Buys

1
+$52.5M
2
+$50.1M
3
+$39M
4
LOW icon
Lowe's Companies
LOW
+$32.6M
5
AZO icon
AutoZone
AZO
+$22.2M

Top Sells

1
+$46.2M
2
+$35M
3
+$30.5M
4
HON icon
Honeywell
HON
+$22.6M
5
PII icon
Polaris
PII
+$20.1M

Sector Composition

1 Technology 32.36%
2 Healthcare 13.82%
3 Financials 12.93%
4 Consumer Discretionary 9.38%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$208K ﹤0.01%
1,680
+200
377
$208K ﹤0.01%
1,709
378
$207K ﹤0.01%
1,650
379
$207K ﹤0.01%
1,191
380
$206K ﹤0.01%
853
381
$206K ﹤0.01%
4,040
382
$206K ﹤0.01%
1,483
383
$202K ﹤0.01%
1,372
-1
384
$202K ﹤0.01%
1,299
385
$202K ﹤0.01%
1,769
386
$201K ﹤0.01%
5,423
-100
387
$200K ﹤0.01%
2,216
388
$198K ﹤0.01%
2,525
389
$197K ﹤0.01%
1,665
390
$197K ﹤0.01%
2,180
391
$194K ﹤0.01%
923
+15
392
$194K ﹤0.01%
10,900
+900
393
$193K ﹤0.01%
2,550
394
$191K ﹤0.01%
237
395
$191K ﹤0.01%
3,772
+856
396
$191K ﹤0.01%
1,500
397
$190K ﹤0.01%
2,250
+300
398
$186K ﹤0.01%
936
399
$186K ﹤0.01%
13,442
400
$185K ﹤0.01%
2,800
14 15
16
17 18