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
$4.83B
AUM Growth
+$563M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,061
New
Increased
Reduced
Closed

Top Buys

1
+$52.5M
2
+$50.1M
3
+$39M
4
LOW icon
Lowe's Companies
LOW
+$32.6M
5
AZO icon
AutoZone
AZO
+$22.2M

Top Sells

1
+$46.2M
2
+$35M
3
+$30.5M
4
HON icon
Honeywell
HON
+$22.6M
5
PII icon
Polaris
PII
+$20.1M

Sector Composition

1 Technology 32.36%
2 Healthcare 13.82%
3 Financials 12.93%
4 Consumer Discretionary 9.38%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$75.7K ﹤0.01%
2,110
-82
527
$75.7K ﹤0.01%
1,475
528
$75.5K ﹤0.01%
505
+15
529
$75.3K ﹤0.01%
5,000
530
$75.2K ﹤0.01%
1,389
-74
531
$74.9K ﹤0.01%
1,000
532
$73.5K ﹤0.01%
+745
533
$73.3K ﹤0.01%
6,679
534
$73K ﹤0.01%
675
535
$72.9K ﹤0.01%
256
536
$72.6K ﹤0.01%
669
537
$72.3K ﹤0.01%
2,000
-450
538
$72K ﹤0.01%
1,000
-109
539
$71.7K ﹤0.01%
300
-31
540
$71.1K ﹤0.01%
1,055
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541
$70.3K ﹤0.01%
6,176
-4,608
542
$70.3K ﹤0.01%
164
543
$70.2K ﹤0.01%
480
544
$69.4K ﹤0.01%
1,127
+27
545
$68.3K ﹤0.01%
1,190
546
$67.3K ﹤0.01%
500
547
$66K ﹤0.01%
1,800
548
$65.4K ﹤0.01%
1,260
549
$64.9K ﹤0.01%
505
-265
550
$63.6K ﹤0.01%
363
20 21
22
23 24