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
576
$30K ﹤0.01%
720
577
$30K ﹤0.01%
520
578
$30K ﹤0.01%
505
579
$29K ﹤0.01%
500
580
$29K ﹤0.01%
500
581
$29K ﹤0.01%
572
-1,612
582
$29K ﹤0.01%
1,500
583
$28K ﹤0.01%
12,000
-500
584
$28K ﹤0.01%
2,384
-104
585
$28K ﹤0.01%
1,500
586
$28K ﹤0.01%
644
587
$28K ﹤0.01%
1,842
588
$28K ﹤0.01%
600
-345
589
$27K ﹤0.01%
255
-102
590
$27K ﹤0.01%
633
+300
591
$27K ﹤0.01%
300
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$26K ﹤0.01%
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593
$26K ﹤0.01%
800
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$26K ﹤0.01%
+600
595
$26K ﹤0.01%
+255
596
$26K ﹤0.01%
1,298
597
$26K ﹤0.01%
339
-24
598
$26K ﹤0.01%
274
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599
$26K ﹤0.01%
815
600
$26K ﹤0.01%
+1,623
22 23
24
25 26