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
$2.84B
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,008
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.3M
3
+$10.7M
4
AMT icon
American Tower
AMT
+$6.69M
5
FIS icon
Fidelity National Information Services
FIS
+$6.49M

Top Sells

1
+$32.9M
2
+$18.5M
3
+$9.25M
4
DFS
Discover Financial Services
DFS
+$8.83M
5
CSX icon
CSX Corp
CSX
+$7.59M

Sector Composition

1 Technology 21.96%
2 Healthcare 14.49%
3 Financials 14.06%
4 Consumer Discretionary 11.2%
5 Industrials 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$33K ﹤0.01%
500
652
$33K ﹤0.01%
+1,298
653
$33K ﹤0.01%
1,168
654
$33K ﹤0.01%
327
655
$33K ﹤0.01%
1,500
656
$33K ﹤0.01%
742
657
$32K ﹤0.01%
500
658
$32K ﹤0.01%
+668
659
$32K ﹤0.01%
900
660
$32K ﹤0.01%
1,840
+1,000
661
$32K ﹤0.01%
418
662
$32K ﹤0.01%
1,500
663
$31K ﹤0.01%
+2,212
664
$31K ﹤0.01%
639
665
$30K ﹤0.01%
242
666
$30K ﹤0.01%
+410
667
$30K ﹤0.01%
750
668
$30K ﹤0.01%
+1,575
669
$29K ﹤0.01%
+1,000
670
$29K ﹤0.01%
532
671
$29K ﹤0.01%
712
672
$29K ﹤0.01%
400
+200
673
$28K ﹤0.01%
3,000
674
$28K ﹤0.01%
200
675
$28K ﹤0.01%
+2,000
25 26
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