HPC

HM Payson & Co Portfolio holdings

AUM $7.09B
1-Year Est. Return 27.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.35%
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
+$14.3M
2
+$12.5M
3
+$10.3M
4
AMT icon
American Tower
AMT
+$6.6M
5
FIS icon
Fidelity National Information Services
FIS
+$6.49M

Top Sells

1
+$32.7M
2
+$18.2M
3
+$9.11M
4
DFS
Discover Financial Services
DFS
+$8.99M
5
CSX icon
CSX Corp
CSX
+$7.65M

Sector Composition

1 Technology 21.95%
2 Healthcare 14.49%
3 Financials 14.06%
4 Consumer Discretionary 11.2%
5 Industrials 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$41K ﹤0.01%
+500
627
$40K ﹤0.01%
6,400
-600
628
$40K ﹤0.01%
189
629
$40K ﹤0.01%
547
+127
630
$40K ﹤0.01%
2,300
631
$40K ﹤0.01%
4,300
-700
632
$39K ﹤0.01%
675
-363
633
$39K ﹤0.01%
460
634
$39K ﹤0.01%
300
635
$39K ﹤0.01%
330
+110
636
$38K ﹤0.01%
820
-121
637
$38K ﹤0.01%
439
-1,434
638
$38K ﹤0.01%
394
639
$38K ﹤0.01%
550
-175
640
$37K ﹤0.01%
2,488
641
$37K ﹤0.01%
+2,546
642
$36K ﹤0.01%
400
-14
643
$36K ﹤0.01%
1,892
644
$36K ﹤0.01%
100
645
$35K ﹤0.01%
+3,000
646
$35K ﹤0.01%
375
647
$35K ﹤0.01%
1,390
648
$34K ﹤0.01%
200
649
$34K ﹤0.01%
500
650
$33K ﹤0.01%
362
24 25
26
27 28