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
601
$49.8K ﹤0.01%
1,000
602
$49.6K ﹤0.01%
1,222
603
$49.2K ﹤0.01%
228
604
$49K ﹤0.01%
1,978
605
$48.8K ﹤0.01%
1,534
606
$48.5K ﹤0.01%
674
+2
607
$48.4K ﹤0.01%
775
-300
608
$48.3K ﹤0.01%
259
609
$48.1K ﹤0.01%
+1,019
610
$48.1K ﹤0.01%
722
611
$47.1K ﹤0.01%
474
612
$46.6K ﹤0.01%
3,088
+92
613
$46.4K ﹤0.01%
500
614
$45.1K ﹤0.01%
500
615
$44.8K ﹤0.01%
842
616
$44.6K ﹤0.01%
299
617
$44.6K ﹤0.01%
180
618
$44.4K ﹤0.01%
3,000
619
$44.3K ﹤0.01%
1,550
620
$43.6K ﹤0.01%
375
621
$43.4K ﹤0.01%
349
622
$43.3K ﹤0.01%
1,000
623
$43.3K ﹤0.01%
+11,514
624
$43.1K ﹤0.01%
410
625
$42.7K ﹤0.01%
800
23 24
25
26 27