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
551
$63.2K ﹤0.01%
415
-30
552
$63.1K ﹤0.01%
1,809
-380
553
$63.1K ﹤0.01%
810
+610
554
$61.9K ﹤0.01%
712
555
$61.4K ﹤0.01%
3,854
+2,200
556
$61.3K ﹤0.01%
980
557
$61.2K ﹤0.01%
925
558
$61K ﹤0.01%
295
559
$60.6K ﹤0.01%
366
560
$60.2K ﹤0.01%
282
561
$60.1K ﹤0.01%
959
562
$59.8K ﹤0.01%
150
563
$59.3K ﹤0.01%
+600
564
$59.1K ﹤0.01%
2,843
+26
565
$58.8K ﹤0.01%
975
566
$58.7K ﹤0.01%
1,125
+125
567
$58.7K ﹤0.01%
1,974
568
$58K ﹤0.01%
2,025
-839
569
$57.6K ﹤0.01%
5,000
-1,000
570
$57.4K ﹤0.01%
1,563
571
$57.3K ﹤0.01%
2,591
+211
572
$56.7K ﹤0.01%
950
-500
573
$56.1K ﹤0.01%
1,800
574
$55.8K ﹤0.01%
8,000
575
$55.6K ﹤0.01%
1,150
21 22
23
24 25