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
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