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
$4.02B
AUM Growth
+$373M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$21.6M
3
+$16.2M
4
CVS icon
CVS Health
CVS
+$15M
5
AME icon
Ametek
AME
+$14M

Top Sells

1
+$53.4M
2
+$29.9M
3
+$20M
4
GNRC icon
Generac Holdings
GNRC
+$8.05M
5
JPM icon
JPMorgan Chase
JPM
+$6.16M

Sector Composition

1 Technology 23.88%
2 Healthcare 23.21%
3 Financials 12.51%
4 Consumer Discretionary 9.74%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$132K ﹤0.01%
716
427
$132K ﹤0.01%
1,164
+24
428
$132K ﹤0.01%
3,175
429
$131K ﹤0.01%
1,050
430
$131K ﹤0.01%
3,310
431
$130K ﹤0.01%
1,855
+16
432
$129K ﹤0.01%
376
+7
433
$125K ﹤0.01%
368
434
$122K ﹤0.01%
1,013
435
$121K ﹤0.01%
2,450
436
$120K ﹤0.01%
968
437
$119K ﹤0.01%
1,101
438
$118K ﹤0.01%
624
439
$117K ﹤0.01%
6,361
440
$117K ﹤0.01%
1,600
441
$116K ﹤0.01%
2,508
+1,766
442
$115K ﹤0.01%
2,011
-1,776
443
$114K ﹤0.01%
4,163
444
$114K ﹤0.01%
4,076
-1,905
445
$113K ﹤0.01%
1,609
446
$113K ﹤0.01%
2,505
447
$112K ﹤0.01%
7,048
+1,082
448
$112K ﹤0.01%
9,731
449
$112K ﹤0.01%
2,952
450
$112K ﹤0.01%
872
+14
16 17
18
19 20