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

Top Buys

1
+$13.4M
2
+$13.3M
3
+$10.7M
4
AMT icon
American Tower
AMT
+$6.69M
5
FIS icon
Fidelity National Information Services
FIS
+$6.49M

Top Sells

1
+$32.9M
2
+$18.5M
3
+$9.25M
4
DFS
Discover Financial Services
DFS
+$8.83M
5
CSX icon
CSX Corp
CSX
+$7.59M

Sector Composition

1 Technology 21.96%
2 Healthcare 14.49%
3 Financials 14.06%
4 Consumer Discretionary 11.2%
5 Industrials 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$62K ﹤0.01%
2,025
552
$62K ﹤0.01%
670
-20
553
$62K ﹤0.01%
295
554
$62K ﹤0.01%
+1,156
555
$62K ﹤0.01%
5,000
-267
556
$60K ﹤0.01%
5,000
557
$60K ﹤0.01%
400
-105
558
$60K ﹤0.01%
4,725
559
$60K ﹤0.01%
777
-19
560
$59K ﹤0.01%
+4,190
561
$59K ﹤0.01%
1,950
562
$59K ﹤0.01%
+7,390
563
$59K ﹤0.01%
1,200
564
$59K ﹤0.01%
2,188
565
$58K ﹤0.01%
2,000
566
$58K ﹤0.01%
+961
567
$58K ﹤0.01%
321
568
$58K ﹤0.01%
1,110
569
$57K ﹤0.01%
1,333
570
$57K ﹤0.01%
1,984
-70
571
$56K ﹤0.01%
1,934
572
$56K ﹤0.01%
1,000
573
$56K ﹤0.01%
3,273
-1,236
574
$55K ﹤0.01%
450
-138
575
$55K ﹤0.01%
3,788
21 22
23
24 25