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
401
$184K ﹤0.01%
4,000
402
$183K ﹤0.01%
2,532
403
$182K ﹤0.01%
2,975
-148
404
$181K ﹤0.01%
405
-71
405
$180K ﹤0.01%
2,844
406
$178K ﹤0.01%
2,809
-1,743
407
$177K ﹤0.01%
1,400
-50
408
$177K ﹤0.01%
4,725
409
$177K ﹤0.01%
893
410
$177K ﹤0.01%
7,700
411
$177K ﹤0.01%
2,322
-1,099
412
$173K ﹤0.01%
1,519
413
$172K ﹤0.01%
2,150
414
$169K ﹤0.01%
8,479
415
$168K ﹤0.01%
646
416
$165K ﹤0.01%
2,500
417
$164K ﹤0.01%
1,210
-140
418
$163K ﹤0.01%
1,480
419
$160K ﹤0.01%
2,144
420
$159K ﹤0.01%
1,218
-40
421
$157K ﹤0.01%
405
-19
422
$157K ﹤0.01%
6,400
423
$156K ﹤0.01%
1,711
424
$153K ﹤0.01%
600
425
$152K ﹤0.01%
1,394
-235
15 16
17
18 19