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
$2.55B
AUM Growth
-$568M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,000
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$21.5M
3
+$18.2M
4
LRCX icon
Lam Research
LRCX
+$18.1M
5
NKE icon
Nike
NKE
+$17.4M

Top Sells

1
+$13.1M
2
+$12.3M
3
+$11.9M
4
TXN icon
Texas Instruments
TXN
+$11.3M
5
CSX icon
CSX Corp
CSX
+$11.2M

Sector Composition

1 Technology 24.15%
2 Healthcare 17.41%
3 Financials 12.89%
4 Consumer Discretionary 10.47%
5 Industrials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$22K ﹤0.01%
+400
627
$22K ﹤0.01%
585
628
$22K ﹤0.01%
1,168
629
$21K ﹤0.01%
450
630
$21K ﹤0.01%
2,200
631
$21K ﹤0.01%
304
632
$21K ﹤0.01%
1,473
-3,833
633
$21K ﹤0.01%
+390
634
$21K ﹤0.01%
1,122
635
$21K ﹤0.01%
550
636
$21K ﹤0.01%
2,300
637
$21K ﹤0.01%
505
638
$21K ﹤0.01%
1,500
639
$20K ﹤0.01%
1,965
640
$20K ﹤0.01%
+300
641
$20K ﹤0.01%
464
642
$20K ﹤0.01%
900
643
$20K ﹤0.01%
440
644
$20K ﹤0.01%
140
645
$20K ﹤0.01%
800
646
$20K ﹤0.01%
1,262
647
$20K ﹤0.01%
1,309
648
$20K ﹤0.01%
1,390
649
$19K ﹤0.01%
1,000
650
$19K ﹤0.01%
+679
24 25
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