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
$2.55B
AUM Growth
-$568M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,000
New
Increased
Reduced
Closed

Top Buys

1
+$47.7M
2
+$19.5M
3
+$16.4M
4
NKE icon
Nike
NKE
+$15.4M
5
LRCX icon
Lam Research
LRCX
+$15.1M

Top Sells

1
+$10.1M
2
+$9.43M
3
+$9.22M
4
CSX icon
CSX Corp
CSX
+$9.14M
5
MAR icon
Marriott International
MAR
+$7.89M

Sector Composition

1 Technology 24.15%
2 Healthcare 17.41%
3 Financials 12.89%
4 Consumer Discretionary 10.47%
5 Industrials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$81K ﹤0.01%
500
427
$81K ﹤0.01%
+1,200
428
$80K ﹤0.01%
17,398
-410
429
$79K ﹤0.01%
457
-370
430
$79K ﹤0.01%
2,423
431
$78K ﹤0.01%
968
432
$77K ﹤0.01%
291
433
$77K ﹤0.01%
7,456
434
$77K ﹤0.01%
1,410
435
$77K ﹤0.01%
2,205
+855
436
$76K ﹤0.01%
463
-15
437
$75K ﹤0.01%
950
438
$75K ﹤0.01%
805
-315
439
$73K ﹤0.01%
1,130
-122
440
$73K ﹤0.01%
6,500
441
$73K ﹤0.01%
1,449
442
$73K ﹤0.01%
1,013
443
$72K ﹤0.01%
1,800
444
$72K ﹤0.01%
8,500
+1,300
445
$72K ﹤0.01%
6,000
446
$71K ﹤0.01%
3,000
447
$71K ﹤0.01%
247
448
$71K ﹤0.01%
20,000
449
$71K ﹤0.01%
360
-16
450
$70K ﹤0.01%
1,600
16 17
18
19 20