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
$2.84B
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,008
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.5M
3
+$10.3M
4
AMT icon
American Tower
AMT
+$6.6M
5
FIS icon
Fidelity National Information Services
FIS
+$6.49M

Top Sells

1
+$32.7M
2
+$18.2M
3
+$9.11M
4
DFS
Discover Financial Services
DFS
+$8.99M
5
CSX icon
CSX Corp
CSX
+$7.65M

Sector Composition

1 Technology 21.95%
2 Healthcare 14.49%
3 Financials 14.06%
4 Consumer Discretionary 11.2%
5 Industrials 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$74K ﹤0.01%
1,268
-506
527
$74K ﹤0.01%
2,903
-1,350
528
$74K ﹤0.01%
983
+50
529
$74K ﹤0.01%
1,540
+400
530
$74K ﹤0.01%
1,670
+1,100
531
$73K ﹤0.01%
1,300
532
$73K ﹤0.01%
7,919
+1,061
533
$73K ﹤0.01%
1,038
-39
534
$72K ﹤0.01%
3,815
535
$71K ﹤0.01%
+4,500
536
$71K ﹤0.01%
2,700
-1,000
537
$71K ﹤0.01%
650
538
$70K ﹤0.01%
3,040
+1,150
539
$70K ﹤0.01%
685
540
$70K ﹤0.01%
3,040
541
$69K ﹤0.01%
1,003
-31
542
$67K ﹤0.01%
1,000
543
$67K ﹤0.01%
500
544
$66K ﹤0.01%
3,123
545
$65K ﹤0.01%
810
546
$65K ﹤0.01%
500
547
$65K ﹤0.01%
1,300
+200
548
$64K ﹤0.01%
400
549
$63K ﹤0.01%
571
-15
550
$63K ﹤0.01%
1,235
20 21
22
23 24