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
576
$55.6K ﹤0.01%
632
-101
577
$55.6K ﹤0.01%
744
578
$55.6K ﹤0.01%
925
-37
579
$55.4K ﹤0.01%
386
580
$55.1K ﹤0.01%
870
-390
581
$54.8K ﹤0.01%
1,980
+1,942
582
$54.7K ﹤0.01%
505
-200
583
$54.6K ﹤0.01%
640
584
$53.8K ﹤0.01%
1,500
585
$53.4K ﹤0.01%
664
586
$52.7K ﹤0.01%
395
587
$52.5K ﹤0.01%
1,072
588
$52.5K ﹤0.01%
15,000
+8,000
589
$52.3K ﹤0.01%
931
590
$52.2K ﹤0.01%
1,300
591
$52.1K ﹤0.01%
511
592
$52K ﹤0.01%
1,254
593
$51.9K ﹤0.01%
3,034
594
$51.8K ﹤0.01%
150
595
$51.3K ﹤0.01%
322
596
$50.4K ﹤0.01%
372
597
$50.1K ﹤0.01%
+1,726
598
$49.9K ﹤0.01%
791
-300
599
$49.9K ﹤0.01%
850
600
$49.9K ﹤0.01%
+1,000
22 23
24
25 26