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
626
$42.3K ﹤0.01%
2,488
+788
627
$41.8K ﹤0.01%
2,016
628
$41.7K ﹤0.01%
456
629
$40.9K ﹤0.01%
26
630
$40.5K ﹤0.01%
977
631
$40.5K ﹤0.01%
+732
632
$40.4K ﹤0.01%
648
+6
633
$39.7K ﹤0.01%
525
-5,053
634
$39.3K ﹤0.01%
1,000
635
$39K ﹤0.01%
1,314
636
$38.8K ﹤0.01%
543
637
$38.5K ﹤0.01%
742
638
$37.9K ﹤0.01%
1,450
-3,065
639
$37.5K ﹤0.01%
1,385
-300
640
$37K ﹤0.01%
2,907
641
$36.9K ﹤0.01%
+655
642
$36.8K ﹤0.01%
440
643
$36.2K ﹤0.01%
1,440
+640
644
$35.7K ﹤0.01%
400
645
$35.7K ﹤0.01%
+1,945
646
$35.5K ﹤0.01%
208
-106
647
$35.1K ﹤0.01%
257
648
$34.7K ﹤0.01%
2,410
649
$34.7K ﹤0.01%
2,226
-14
650
$34.6K ﹤0.01%
342
-60
24 25
26
27 28