HPC

HM Payson & Co Portfolio holdings

AUM $7.09B
1-Year Est. Return 27.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.35%
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
+$47M
2
+$21.5M
3
+$18.2M
4
LRCX icon
Lam Research
LRCX
+$18.1M
5
NKE icon
Nike
NKE
+$17.4M

Top Sells

1
+$13.1M
2
+$12.3M
3
+$11.9M
4
TXN icon
Texas Instruments
TXN
+$11.3M
5
CSX icon
CSX Corp
CSX
+$11.2M

Sector Composition

1 Technology 24.15%
2 Healthcare 17.41%
3 Financials 12.89%
4 Consumer Discretionary 10.47%
5 Industrials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$59K ﹤0.01%
4,200
477
$58K ﹤0.01%
+250
478
$58K ﹤0.01%
4,240
-99
479
$57K ﹤0.01%
746
480
$56K ﹤0.01%
610
481
$55K ﹤0.01%
2,762
-347
482
$55K ﹤0.01%
1,000
483
$55K ﹤0.01%
677
+7
484
$55K ﹤0.01%
1,135
485
$54K ﹤0.01%
464
-400
486
$54K ﹤0.01%
4,190
487
$54K ﹤0.01%
1,440
+640
488
$53K ﹤0.01%
1,167
+334
489
$52K ﹤0.01%
5,000
490
$52K ﹤0.01%
10,000
+2,000
491
$52K ﹤0.01%
1,934
492
$52K ﹤0.01%
852
-280
493
$52K ﹤0.01%
890
-85
494
$51K ﹤0.01%
933
495
$51K ﹤0.01%
230
496
$51K ﹤0.01%
800
-100
497
$51K ﹤0.01%
1,210
498
$51K ﹤0.01%
7,390
499
$50K ﹤0.01%
+2,080
500
$49K ﹤0.01%
600
+200
18 19
20
21 22